Sponsored By

2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts

Perspectives on where financial advisor marketing is headed.

Robert Sofia, CEO

January 6, 2021

37 Slides
advisor-marketing-predictions-promo.jpg

Already have an account?

peterschreiber.media/iStock/Getty Images Plus

As we look into 2021, we have to ask what changes in consumer behavior and marketing strategies are here to stay? As a post-COVID-19 world returns to normal, will digital marketing still prevail? Or will advisors default back to the comfort of traditional methods they’ve used in the past?

I certainly have my own ideas about the answers to these questions. But as Will Rogers famously said: “Never miss a good chance to shut up.”

To gain perspective on where financial advisor marketing is headed, I asked 36 of the foremost financial industry marketing experts I know to make a prediction.

Here are their insights.

advisor-marketing-predictions.png

Robert Sofia is one of three co-founders and the CEO of Snappy Kraken, a marketing solution that helps financial professionals build connections with current and prospective clients through content and a turnkey process.

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.