Client Communication Strategies and Segmentation Recommendations

Tune in to hear:

• How should advisors go about optimizing SEO for their practice and why is it so critical?
• Why do advisors who offer texting as a communication option get 400% more opt-ins?
• Why is email so powerful and how can advisors build out a list that will serve them well?
• Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
• How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
• When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
• What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

Links

• Robert Sofia on LinkedIn
• Snappy Kraken

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Compliance Code: 0924-OAS-4/16/2024