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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,, 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


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