5X Your Return on Marketing Spend – How to Move Prospects from Cold to Gold

When:  Aug 10, 2021 from 15:00 to 16:00 (ET)
The August 2021 Business Success Knowledge Circle will be held on Tuesday, August 10th at 3 pm ET.

Guest speaker Robert Sofia, CEO of Snappy Kraken will be presenting, "5X Your Return on Marketing Spend – How to Move Prospects from Cold to Gold."

You've got a lot going on: regular business operations, serving clients, and just life in general.
Between everything that needs your attention, it can be easy for marketing to take a backseat until the pressure comes on to "pick up marketing again."
That's when it happens–the random acts of marketing. The spray and pray marketing.  In other words, the exhausting way.  It's not a fun cycle.  It definitely soaks up a lot of time. And, it can eat up a lot of money.  Even with all the grit and determination, you may not experience the results you hoped for.

If this sounds like you, don't miss this presentation.

In 5X Your Return on Marketing Spend: How to Move Prospects from Cold to Gold, Robert Sofia demystifies the digital marketing strategy that can give you a more deliberate, calm way to approach your marketing.  It will help give you some insight into carving out the fastest path to move prospects from "cold to gold."

 Key Takeaways:

  • Exactly how the top 25% of financial advisers have 5x'd their return on ad spend
  • The 3-part email strategy that could help you get 14.31% higher open rates
  • How to keep your pipeline full by using these methods
  • Which type of campaigns "warm" prospects up the fastest
  • High converting engagement style to get more appointment requests


Robert Sofia is the CEO of Snappy Kraken, an automated growth program exclusively serving the financial industry. 

During the past decade, Robert has supported thousands of companies across the spectrum of financial services including solo advisers, ensembles, family offices, broker dealers, custodians, TAMPs insurance companies, and more.

Robert has received countless accolades for his work including winning fintech competitions, Wealth Management Industry Awards, and being honored on the INC 500, INC 5,000, Agency 100, and Best Places to Work in Financial Technology lists. 

He has authored three best-selling books and been published hundreds of times in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, Journal of Financial Planning, ThinkAdvisor, and others. Robert is an award-winning speaker who has delivered actionable keynotes for world-renowned companies including Ford Motor, Adobe, TD Ameritrade, and Prudential, among others.