Tune in to hear:

  • How should advisors go about optimizing SEO for their practice and why is it so critical?
  • Why do advisors who offer texting as a communication option get 400% more opt-ins?
  • Why is email so powerful and how can advisors build out a list that will serve them well?
  • Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
  • How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
  • When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
  • What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

Links

  • Robert Sofia on LinkedIn
  • Snappy Kraken

Connect with Us

  • Meet Dr. Daniel Crosby
  • Check Out All of Orion’s Podcasts
  • Power Your Growth with Orion

Compliance Code: 0924-OAS-4/16/2024