A national survey found that Financial Advisors rank #3rd as a source of retirement planning information. Are you doing a good job keeping in touch with your clients? 64% of surveyed clients said they feel like their advisor contacts them “infrequently”…not good!In this episode, we welcome Robert Sofia, CEO of Snappy Kraken, a company that provides automated growth programs for financial advisors. The episode focuses on digital marketing trends and innovations relevant to financial advisors. A big part of our conversation focuses on the importance of establishing a digital presence, especially in the current era.A few key takeaways:- Traditional methods like seminars, cold-calling, and direct mail still work individually, but digital presence is crucial for overall success.- The role digital strategies and technological advancements play in engaging and retaining existing clients.- The crucial role your CRM plays in the future of your firm.-----This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2023 Creative One Marketing Corporation.

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