financial-advisor-marketing
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Robert J. Sofia and the Trouble with Blending In
He left automotive marketing for financial advice, then traded a consulting business for software. Along the way, Robert J. Sofia gave a serious industry a sea monster - and a persistent question about whether its marketing actually works.
The Marketing Agency That Starts With the Clients You Already Have
Craft Impact built an RIA marketing business around a distinctly unflashy idea: before buying strangers, become more useful to the people who already trust you.
Bradley DeLoatche Writes Code for Marketers - and Music for Silent Movies
The Snappy Kraken cofounder has spent nearly three decades joining logic to showmanship. His latest work measures marketing in assets; his most revealing side project gave a 1923 silent film 108 minutes of new music.
Snappy Kraken Put the Boring Parts of Advisor Marketing on Autopilot - Without Pretending Trust Can Be Automated
Seven thousand advisors use Snappy Kraken to keep prospects warm, clients informed and compliance teams out of panic mode. Its real product is not content - it is follow-through.