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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

Robert Sofia
Chairman & 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; Blend Out, released in the Summer of 2021. 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.

Agenda Sessions

  • Master's Class - Ordinary to Irresistible -- How Advisors Can Attract Clients Like The Greatest Brands In The World

    11:00am