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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

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  2. How Advisors Can Market Like the Greatest Brands in the World

How Advisors Can Market Like the Greatest Brands in the World

Dec 22, 2022

In this podcast, Robert Sofia, CEO of Snappy Kraken and author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World describes how advisers can make themselves impossible to ignore with bold, unique and memorable marketing. What's more, Sofia discusses how clients are buying transformation rather than products and services; how to audit the client experience; and how to create trust signals. And, finally, Sofia demystifies digital marketing.