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How to Build an Indestructible Mindset with Special Guest: Dr. Jack Singer

This is a power-packed 30-minute discussion between psychologist Dr. Jack Singer and Snappy Kraken CEO Robert Sofia.

​​​​​​​Dr. Jack shares vital techniques for building resilience, creating opportunities, handling nerve-wracking client conversations like an elite performer, and much more!

The advice is backed by scientific research, based on over 30 years of experience, and the “hypothetical” examples they role-play take into account our CURRENT economic and global situation. Continue reading How to Build an Indestructible Mindset with Special Guest: Dr. Jack Singer

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Asking for Client Referrals in the Age of Zoom: A Simple Script for Advisers

Within the past month, you’ve likely had MANY more video chats with clients or prospects than you’ve been used to.

Our CEO, Robert Sofia, was part of a virtual roundtable discussion recently. A question came up related to having the referral conversation via video chat.

It’s not a context most people are used to.

Without the warmth and comfort of an in-person meeting in an office, you might be wondering how you can initiate the conversation.

Watch the video below to hear about a simple, genuine approach you can start using today.

We’ve also pasted the transcript so you can swipe it and tweak it to make it your own. Continue reading Asking for Client Referrals in the Age of Zoom: A Simple Script for Advisers

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Marketing Automation and Prospecting During Volatile Times

There’s no need for a preamble here. It’s rough for everyone at the moment.

As marketers, we get asked this question a lot:

Is it ethical for financial professionals to market and grow business right now?

☝️This is one of the first things financial adviser Taylor Schulte jumps into when he had our CEO on his podcast, Experiments in Advisor Marketing. Continue reading Marketing Automation and Prospecting During Volatile Times

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3 marketing wins that prove the power of “campaign thinking”

Have you ever tried to bake a cake with just one ingredient? It’s, well…don’t do it. You’ll just be left staring at a cup of sugar or a few eggs, wishing you had the other ingredients.

Why, then, are so many marketers trying to build comprehensive client experiences with just one piece of content?

Today’s audiences — especially millennials — don’t just want to buy things; they want to forge lasting connections with friends, strangers, and even brands. And yet, financial professionals still pay for one-and-done content services. This only wastes time and money.

To create truly memorable experiences, you need to adopt a “campaign thinking” mindset. That is, you need to produce comprehensive campaigns that keep people coming back for more. Only then can you build those valuable relationships and nudge clients into making important decisions that will improve their lives.

Ready to see how it’s done? Let’s look at three stellar marketing campaigns that prove the power of “campaign thinking.”

Continue reading 3 marketing wins that prove the power of “campaign thinking”

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How to Master the Digital Prospecting Formula (And Why Most Advisers Fail)

There are a lot of qualified prospects seeking financial advice online.

So, why is it so hard to engage with prospects through digital channels?

The firms that have really cracked the code (think Ric Edelman, Ken Fisher, Robo-advisors, etc) are thriving and experiencing massive growth.

What’s their secret? Watch the recording above.

Snappy Kraken CEO Robert Sofia shares: Continue reading How to Master the Digital Prospecting Formula (And Why Most Advisers Fail)

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The 3 Pillars of Persuasion

Are krakens real? Maybe…

Snappy Kraken CEO Robert Sofia has some fun demonstrating 3 powerful public speaking techniques you can use to make yourself more persuasive.

As a financial adviser, you want to make the biggest impact possible with your clients. So much of the work revolves around belief and behavior. You can’t affect belief and behavior if your persuasion skills are weak.

In this 5 minute talk, Robert walks his audience through 3 easy-to-remember persuasion techniques and convinces many of them of a reality they thought impossible just moments before. This was a fun talk. Continue reading The 3 Pillars of Persuasion