Skip navigation
WMTV on Location

Jolt! 2022: Robert Sofia on Balancing Financial Marketing With Data, Design and Compliance

How important is an authentic voice behind financial advisor marketing?

 

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

 

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish