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Experiments in Advisor Marketing

Mar 24, 2020

Today I'm joined by Robert Sofia, founder of Snappy Kraken.

We talk:

  • How financial advisors should prospect in a volatile market
  • What Snappy Kraken is + who is and isn't a good fit
  • Tips for creating successful email marketing campaigns
  • The details of a 6-month experiment I'll be running with Snappy on this podcast

If you're interested in learning how to prospect in a volatile market and the ins and outs of marketing automation platforms, today's episode is for you.

For all the links and resources mentioned, visit