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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Robert Sofia
CEO at Snappy Kraken

Profile

Robert Sofia is the Chairman and CEO of Snappy Kraken, an automated growth program for financial advisors. During the better part of two decades, Robert has served thousands of companies across the spectrum of financial services, including RIAs, family offices, broker dealers, TAMPs, IMOs, custodians, insurance, and investment companies.

Robert has authored four books, including his latest bestseller; Blend Out – How Advisors Can Market Like The Greatest Brands In The World. His writings on marketing appear in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Business Insider, Investment News, Financial Planning, Wealth Management, ThinkAdvisor, The Journal of Financial Planning, and many other publications.

As an accomplished public speaker, Robert has delivered hundreds of presentations, and keynotes for companies including Ford Motor, Adobe, TD Ameritrade, Schwab, Prudential, and others.

Robert resides in North Georgia with his wife of 19 years and their son. His interests include hiking, boating, cooking, home improvement projects, and volunteering in his local community. As Robert put's it: "I believe in people ahead of profits, growing every day, working hard, and giving back."

Agenda Sessions

  • The Art And Science Of Client Experience: Practical Ways To Use Data To Drive Deeper Engagement And Growth

    3:55pm