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Jolt! 2022: Robert Sofia on Balancing Financial Marketing With Data, Design and ComplianceJolt! 2022: Robert Sofia on Balancing Financial Marketing With Data, Design and Compliance
How important is an authentic voice behind financial advisor marketing?
May 13, 2022
In this video, David Armstrong, editor-in-chief and executive director of content, WealthManagement.com, and Robert Sofia, CEO, Snappy Kraken, discuss the benefits of creative marketing strategies in financial planning.
Watch as David and Robert highlight:
The input of real data on financial marketing intelligence through Snappy Kraken’s past studies;
How important an authentic voice is behind financial advisor marketing and how it improves trust and respect for the advisor;
How the Advisor Websites acquisition came to life for Snappy Kraken, and how it will integrate into Snappy Kraken’s business in the future; and
How Snappy Kraken responds to advisors when dealing with compliance: Is the compliance concern more of a mental barrier to creativity, copywriting or design? Are there solutions around the real compliance issues?
See more of our coverage from Jolt! 2022
