Tag Archives: advisors

Robert Sofia, CEO of Snappy Kraken

Snappy Kraken Unveils Marketing Hub for Growth-Focused Advisors

[ad_1] Snappy Kraken, the financial advisor marketing technology provider, has announced the launch of a marketing platform designed to help advisors take advantage of data-based marketing strategies to boost organic growth. The solution, known as the Marketing Hub, works by integrating content, communication and contact activity into one interface for advisors, according to Robert Sofia,…

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6 Global Marketing Advisors Rising Stars in 2023

[ad_1] During a time when the high-tech industry faces workforce reductions, startup companies recognize that business feasibility is crucial for survival. More and more they are turning to advisors for informed guidance. Amid high-tech industry layoffs and the imperative for efficiency, marketing and sales departments must demonstrate their ability to generate revenue efficiently, despite workforce…

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Financial advisors and remote work

Financial advisors and remote work

[ad_1] “All things remote inspections, return to the office and the definition of branch offices.” Those are the three topics that Kayte Toczylowski, the vice president of member relations and education at the brokerage industry’s regulator, said “come up in pretty much every meeting I have with member firms.” Her words came during an interview…

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Digital marketing strategies for financial advisors

Digital marketing strategies for financial advisors

[ad_1] Advisors have many options when it comes to marketing their business online. The key isĀ  choosing one that can maximize client recruitment and lead to achievement of a firm’s strategic goals. Over 40% of advisors landed more clients via social media marketing and nearly one-third plan to increase their website spends in 2022, according…

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