![]() ![]() “It’s an honor to serve this industry and talk marketing strategy alongside Snappy Kraken,” said Christopher Sonzogni, Director of Advisor Marketing at SmartAdvisor. “It’s impressive how both of our offerings amplify each other.” “We have a handful of members who use both Snappy Kraken and SmartAdvisor as part of their marketing strategy,” said Robert Sofia. Hosts Robert Sofia from Snappy Kraken and Christopher Sonzogni from SmartAdvisor will also discuss key lead sources and provide templates for reaching out effectively. The webinar, taking place Tuesday, January 26th at 3pm ET, will focus on fueling predictable growth in the new year, including how to captivate and get the attention of ideal prospects, the steps to enroll prospects into a compelling “outreach system”, how advisors should adjust their outreach depending on channel and stage, and ways to position themselves for more business-building opportunities and conversations. Snappy Kraken will also be teaming up with SmartAdvisor by SmartAsset to present a joint webinar on 2021 marketing strategies for financial advisors, empowering advisors for a growth-focused new year. JOINT WEBINAR WITH SMARTASSET ON 2021 MARKETING STRATEGIES Finally, advisors will be able to market their businesses in the ways consumers are accustomed to interacting with brands.”įinancial advisors, journalists, and other interested parties can register for the webinar at. Until this new rule, the 1961 advertising rule and the 1979 cash solicitation rule held advisors to an antiquated marketing standard that did not keep up with modern, digital marketing best practices. Testimonials, proof of historical performance, expert credentials, and genuine thought leadership all help to accomplish this purpose. This is accomplished by exposing them to as many trust and credibility-building signals as possible. An advisor’s primary marketing goal should be to transform cold prospects into warm leads as quickly as possible. “Those who act to update their marketing, particularly as it relates to incorporating testimonials, will have a significant competitive advantage. “The SEC's new rule on Investment Adviser Marketing opens up important opportunities for advisors,” said Robert Sofia, CEO and co-founder of Snappy Kraken. ![]() As a bonus, all registrants will receive a written guide summarizing the most important rule changes that RIAs need to know. Among other topics, Leila Shaver of MyRIALawyer and Max Schatzow of Stark & Stark, attorneys who specialize in serving RIAs, will discuss testimonials and case studies, paying for referrals, changes to advertising rules, required disclosures, ADV updates, and more. Snappy Kraken will also discuss massive opportunities to improve how advisors can generate leads and win clients, as well as major pitfalls to avoid. During the live webcast, which will be held on Friday, January 15th at 4pm ET and is open for registration now, two respected compliance experts will clarify what financial advisors can and can’t do under the new rules. Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, recently announced that they will be hosting a live webinar covering what RIAs need to know about the new SEC marketing rules. ORMOND BEACH, FL / AGILITYPR.NEWS / Janu/ Award-winning MarTech platform will also partner with SmartAdvisor on webinar covering 2021 marketing strategies for financial advisors
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