8 episodes

Financial services marketing needs a jolt!

We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.

The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.

Steal My Strategy Snappy Kraken

    • Business
    • 4.9 • 12 Ratings

Financial services marketing needs a jolt!

We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.

The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.

    Emotional Hooks, Compelling Offers, and Predictable Growth... OH MY! with Adam Bensman

    Emotional Hooks, Compelling Offers, and Predictable Growth... OH MY! with Adam Bensman

    The true job of a marketer can be summed up in one word…

    Listening.

    Listening allows you to fully understand your audience better than anyone else, which then allows you to create compelling new offers and experiences that impact the growth of your business.

    • 35 min
    Carl Richards Breaks Through Complexity with Elegant Simplicity

    Carl Richards Breaks Through Complexity with Elegant Simplicity

    Carl Richards is a Certified Financial Planner™, creator of the “Sketch Guy” column, appearing weekly in The New York Times since 2010, and author of “The Behavior Gap.”

    • 39 min
    Supercharge Your Executive Presence with Actor & Playwright Carol Lempert

    Supercharge Your Executive Presence with Actor & Playwright Carol Lempert

    Carol Lempert, an actor & playwright turned business coach, shares the secrets she learned on Broadway and Hollywood for becoming more charismatic, persuasive, and captivating in any situation…a must for any professional or business leader.

    • 33 min
    Andrew Davis Challenges Conventional Marketing Wisdom

    Andrew Davis Challenges Conventional Marketing Wisdom

    Be different.

    In fact, celebrate it!

    Andrew Davis is recognized as one of the industry's "Jaw-Dropping Marketing Speakers".

    In this episode, we chat about why great marketing is risky marketing, the one true differentiation factor, and how non-creative people can unlock their inner creative side.

    • 35 min
    Carolyn McClanahan M.D., CFP® and the Intersection of Health and Finance

    Carolyn McClanahan M.D., CFP® and the Intersection of Health and Finance

    In this episode we tap the breadth of experience that McClanahan has as a medical doctor AND financial planner.

    • 26 min
    The Value of Creativity with Adam Morgan, Executive Creative Director at Adobe

    The Value of Creativity with Adam Morgan, Executive Creative Director at Adobe

    In this episode we talk to the Executive Creative Director at Adobe, Adam Morgan. We chat about emotion, memory, neurology and we prove the value of creative ideas with science once and for all.

    • 42 min

Customer Reviews

4.9 out of 5
12 Ratings

12 Ratings

RobertJW81 ,

Fresh perspectives and big ideas

It’s awesome to hear fresh voices from outside our industry teach ideas we can apply in such powerful ways!

Peter_Ruh ,

Robert is one smart cookie. Key to brand to Know your WHY

Know your Why.

No one cares about what or how

Top Podcasts In Business

You Might Also Like