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Four Lessons Advisors Can Learn From March MadnessFour Lessons Advisors Can Learn From March Madness

Robert Sofia

Robert Sofia, CEO

March 19, 2014

4 Slides
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Selection Sunday is behind us and March Madness has begun! During the coming weeks, 68 teams will compete for college basketball's biggest prize. Even if you’re not a college basketball fan, there are valuable business lessons you can learn from March Madness.  Effective sports franchises, like effective companies, strictly adhere to strategies that will increase their chances of success.  Here are four lessons from March Madness that can help you run a better practice.

Robert Sofia is the COO and co-founder of Platinum Advisor Strategies, a web-based marketing and consulting firm to financial advisors nationwide. For more information, visit www.platinumstrategies.com.

About the Author

Robert Sofia

CEO, Snappy Kraken

http://www.snappykraken.com

http://www.robertsofia.com

Robert Sofia is the CEO of Snappy Kraken, a marketing technology company exclusively serving the financial industry. 

During the past decade, Robert has supported thousands of companies across the spectrum of financial services including RIAs, broker dealers, custodians, investment companies, insurance companies, and more.

Robert has received countless accolades for his work by winning fintech competitions, Wealth Management Industry Awards, and being honored on the INC 500INC 5,000Agency 100, and Best Places to Work In Financial Technology lists. He has authored two best-selling books and been published hundreds of times in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, the Journal of Financial Planning, ThinkAdvisor, and many more.

Robert is an award-winning public speaker who has spoken at dozens of leading conferences including FinCon, Market Counsel Summit, T3, TD’s National LINC, and on behalf of world-renowned companies including Ford Motor, Adobe, Prudential and many others.