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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