Blog Archives

Robert Sofia of Snappy Kraken On: Creating a Consistent “Wow” Experience for Clients and Prospects

6/16/2017

Snappy Kraken (www.SnappyKraken.com) is a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready¬-made campaigns, each containing combinations of professionally designed and written email drip series, social media posts, ads and more. Clicks, opens, and shares are managed and tracked from within a single dashboard. Snappy Kraken, which took first place in the FinTech Startup Competition hosted by the XY Planning Network in September 2016, is lead by industry veteran and practice management consultant Robert Sofia (www.robertsofia.com). I had the pleasure of speaking with Robert Sofia in May 2017.

Tony D’Amico of Fidato Wealth On: Becoming an Elite Advisor and Growing a Successful RIA

6/2/2017

Working with top advisors like Tony D’Amico, founder and chief executive of Fidato Wealth (www.FidatoWealth.com), is a real joy. I spoke with Tony to uncover some of his secrets to success. Tony provides some great insights for fellow financial advisors. There are lots of great ideas and much to emulate here.

Best Practices Blog

Robert Sofia of Snappy Kraken On: Creating a Consistent “Wow” Experience for Clients and Prospects

Tony D’Amico of Fidato Wealth On: Becoming an Elite Advisor and Growing a Successful RIA

About
This Blog

Categories

Archives

Best Practices Blog

Robert Sofia of Snappy Kraken On: Creating a Consistent “Wow” Experience for Clients and Prospects

Tony D’Amico of Fidato Wealth On: Becoming an Elite Advisor and Growing a Successful RIA

AboutThis Blog

Categories

Archives

About
This Blog