Robert Sofia
An expert in financial advisor marketing.
Best podcasts with Robert Sofia
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Jun 6, 2024 • 45min
Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice
Expert in financial advisor marketing, Robert Sofia, discusses the importance of SEO optimization, texting for communication, email marketing, client segmentation, referrals, and innovative client events. Insights on maximizing lead generation, using behavioral marketing tactics, and integrating behavioral finance approaches into advisor-client interactions.
