ROBERT SOFIA

CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too

[ROBERT SOFIA @robertsofia]

I'm not active on Twitter at this time.

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[Wealth Management @wealth_mgmt]

Congratulations @SnappyKraken Snappy Kraken, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2026 Wealth Management Industry Awards! #Wealthies

[ROBERT SOFIA @robertsofia]

@1TimFranklin @SnappyKraken Thank you for sharing, Tim. Grateful we can continue supporting you and your outstanding firm!

[ROBERT SOFIA @robertsofia]

There, I said it.

I'm not one to usually make "predictions," but Chris managed to get some out of me somehow.

And under 3 minutes has to be a record for a media interview.

Fast watch.

[Chris Latham @EchrisL]

Robert Sofia, Co-Founder, Chairman & CEO of Snappy Kraken, discusses the major trends in marketing technology impacting the wealth management industry in 2025 and 2026. @robertsofia @SnappyKraken

[ROBERT SOFIA @robertsofia]

@ChrisCordoba27 @SnappyKraken Thank you, Chris! Was so great catching up with you!

[Colton Etherton @slices_design]

#joltconference lived up to the hype.

- finally met a bunch of people I’ve talked to on socials for years
- listened to a lot of the industry’s smartest marketing minds
- had my first opportunity to speak on stage next to @kendrarockslife and Elizabeth Reider
- and after two years of talking almost daily and working on multiple projects together, @TheFinArtist and I finally met in person

Big thank you to @robertsofia and the @SnappyKraken team for a great event.

[Larry Sprung, CFP®, CEPA® @Lawrence_Sprung]

What happens when financial advisors put connection, creativity, and client experience at the center of their practice?

You get 𝗝𝗼𝗹𝘁!

I am to start this one backwards …

The only standing ovation at #JoltConference….
🎉 was given to Cici Prsha and her team.

In a class move, @robertsofia invited them all on stage to accept the credit they deserved.

Jolt! 2025.... started with a Jolt!…

A Jolt in the form of a fire alarm evacuating us at 1 am due to active explosions in the attached parking garage.

🌞 The next morning …
Other than the coffee and donuts, the Renaissance @RenNashville kindly placed in the lobby and the fans around the hotel, you would have never known everyone had been awoken and on the street in the early morning hours.

🔋Robert, Diana Cabrices, and Matt Halloran bought the energy and high-voltage reminder that financial planning is about more than spreadsheets.

Financial Planning is about connection, clarity, leading with 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰𝗶𝘁𝘆 and reminding us:

📘 Are you connecting with your audience?

💡 Storytelling is the most underrated skill in financial services

🎯 How do you make them feel?

🔂 That it’s about doing, about improving by putting the rep’s

🔋 JOY isn’t just a feeling; it’s a strategic advantage.

If you were at Jolt!….
𝗪𝗵𝗮𝘁 𝗶𝗱𝗲𝗮 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝘁𝗼 𝘄𝗼𝗿𝗸?

🔨 In this closing, Robert nailed it
@SnappyKraken has created a community

A community of outliers….

But…. for an advisor who wears a t-shirt that says 𝗪𝗵𝗮𝘁 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗱𝗼 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝘁 𝗯𝗿𝗼𝘂𝗴𝗵𝘁 𝘆𝗼𝘂 𝗷𝗼𝘆?® that’s just fine.

💬 The feedback I received after sharing how we are leading with JOY at @MitlinFinancial was touching.
And it reinforced my plan to pull back the curtain on our process.

A giant thank you to Kim Skermer for her coaching and for transforming Denise's words into a TED Talk that I was told inspired!

📝 Brian Thorp of @wealthtender, thank you for the valuable insights and for disclosures, so on point compliance agrees…

🏒oh, and for making it so I can end this post like most of my stories....

with HOCKEY

Let’s Go Oilers

[ROBERT SOFIA @robertsofia]

@Lawrence_Sprung To be clear, I said half loved it and half hated it. So it was jolting either way, which is the point. Those guys are geniuses!

[ROBERT SOFIA @robertsofia]

@camp_wealth You were awesome!

[ROBERT SOFIA @robertsofia]

@kendrarockslife Isn't it the only marketing conference in our industry?

[ROBERT SOFIA @robertsofia]

Anyone who has ever thrown a conference (and actually cares about delivering an amazing experience) knows: it's a labor of love.

[ROBERT SOFIA @robertsofia]

@1TimFranklin Thank you Tim! Wish you could join us.

[ROBERT SOFIA @robertsofia]

@slices_design @Jake___Oliver If only 🤣

[ROBERT SOFIA @robertsofia]

@AaronKlein Nah. You're the AI Whisperer now 😆

[ROBERT SOFIA @robertsofia]

Making your own pizza hits different when you're six

Hope you're enjoying some quality time with the ones you love most this weekend

[ROBERT SOFIA @robertsofia]

Do something hard

Something you might not pull off

Put your all into it

Feel yourself get stronger

Your confidence will swell

Onto the next hard thing

Growth never ends

[ROBERT SOFIA @robertsofia]

That's awesome! Congrats. It's still new, but it is basically like SEO with something deeper: being part of the right conversations in the right places. I’d focus on:

Making sure your name/site shows up in niche articles, podcasts, panels about AI/robo-advisers.

Getting mentioned or linked in places that AI models + search scrape for “rusted answers (think industry blogs, thought leader posts, Quora, Reddit, etc.).

Using very specific long-tail keywords in your bios and site copy... what would you Google if you needed “legal help for an AI robo-adviser”?

I would summarize that it's a mix of SEO, influence, and positioning. Curious how @SamanthaTwenty and @ShawnaOhm are thinking about it!

[ROBERT SOFIA @robertsofia]

@zachary_ashburn Such a great spot you've found!

[ROBERT SOFIA @robertsofia]

@zachary_ashburn

[ROBERT SOFIA @robertsofia]

@Highpoint272 https://t.co/FiHmzzTa6O