Learning Center

Business Success Knowledge Circle: 5X Your Return on Marketing Spend – How to Move Prospects from Cold to Gold

Product not yet rated

Includes a Live Event on 08/10/2021 at 1:00 PM (MDT)

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."

  • 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

CEO, Snappy Kraken

Robert Sofia is the CEO of Snappy Kraken, a marketing company exclusively serving financial advisers. 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, has authored two best-selling books, and has been published hundreds of times in 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.

Key:

Complete
Failed
Available
Locked
Business Success Knowledge Circle: 5X Your Return on Marketing Spend – How to Move Prospects from Cold to Gold
08/10/2021 at 1:00 PM (MDT)   |  60 minutes
08/10/2021 at 1:00 PM (MDT)   |  60 minutes 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."
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available