Driving Growth with Authentic Marketing and AI with Robert Sofia (Ep. 6)

Beacon 1% Better Everyday
11/11/2025 34 min
Driving Growth with Authentic Marketing and AI with Robert Sofia (Ep. 6)

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Episode Synopsis

Marketing in wealth management is evolving faster than ever, with new technology, client expectations, and competitive pressures reshaping how firms grow. In this episode of Beacon 1% Better Every Day, Chip Kispert speaks with Robert Sofia, CEO of Snappy Kraken, about the state of marketing in wealth management and how firms can accelerate growth. Robert …

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