Steal My Strategy
Steal My Strategy
Snappy Kraken
Financial services marketing needs a jolt! We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together. The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.
Building a Brand That’s Unapologetically You with Ramon Ray
Branding, in a word, is a story, and personal branding is YOUR story.It doesn't matter what the industry; you're brand is the key to differentiating yourself from everyone else.There's no one better to help hone in on building your brand than Ramon Ray.Ramon is an in-demand motivational speaker and event host; and a leading expert on personal branding and small business growth. He was even invited to the White House to speak about personal branding to the staff of the Executive Office of the President.In the episode, we chat about branding, building credibility, and getting attention from your target market on social media.We Explore: Why it’s important to build relationships before offering the sales pitch. How to create the perfect “One-liner” for potential leads. Why focusing on making your current client base “super happy” is better for your business. The key differences between customer service and customer experience. Why you shouldn’t underestimate the simple tools of email and business cards. And the ONE strategy to secure meaningful client interactions for your business. Links to Check Out: Check out Ramon’s book - “Celebrity CEO - How Entrepreneurs Can Thrive By Building a Strong Personal Brand.” Ramon’s Website See Ramon Speak at the Jolt! Conference in Las Vegas Follow Ramon on Twitter Follow Ramon on Facebook This episode was brought to you by:  snappykraken.com helping advisers create meaningful connections that drive business.
Mar 23, 2023
29 min
Taking Creative Marketing Risks with Andrew Davis and Patrice Kelly
For the first time, we have a multi-guest appearance to deliver an organic, insight-driven discussion.Today's episode shakes up the format a bit, but I promise it'll be full of big ideas and even BIGGER takeaways you can use in your business.First, there's Patrice Kelly, Chief Creative Officer at Snappy Kraken.She's been the strategic driving force behind Snappy Kraken's branding and an award-winning designer behind their marketing campaigns.Also, welcome back, Andrew Davis. He's a best-selling author & keynote speaker who's built and sold a digital marketing agency, produced for NBC, and has even worked for The Muppets. Andrew and Patrice will share the spotlight in a conversation about the importance of design and creativity to get the RIGHT attention, how being true to yourself leads to greater success, and why design should be a part of your story from day one.We Explore: Why it’s better to start with “One Big Idea” than to start small and build on it. How to celebrate being different without feeling uncomfortable in your industry. What “Where’s Waldo” teaches financial advisors about how to stand out and get noticed. Understanding the subconscious behavior of “Twinning” and how you can avoid it. And the one strategy Patrice & Andrew want you to steal that will help you overcome the hesitancy of taking risks. Links to Check Out: Andrew’s Website Patrice’s Award-Winning Marketing Campaigns Ling’s Cars Andrew’s YouTube Channel
Feb 21, 2023
30 min
*BONUS* How Financial Advisors Can Build a Powerful Brand with Brittney Castro
Brittney is a Certified Financial Planner, speaker, host, and brand ambassador. This episode peels back the curtain on the importance of branding, Brittney’s secrets for maintaining a unique identity, and where financial advisors can start to cement their brand into the minds of their audience.
Nov 10, 2022
50 min
*SPECIAL* Experiencing Creative Freedom with Patrice Kelly
Potomac Fund’s Chief Marketing Officer, Christopher Norton interviews Patrice Kelly, Chief Creative Officer of Snappy Kraken. They break down creativity, how to develop it and look outside the industry for inspiration.
Sep 28, 2022
28 min
*SPECIAL* Mastering a Culture of Excellence with Colin Cerniglia
Colin is the Talent Acquisition Manager at Snappy Kraken. With his passion and expertise in the sports industry, Colin is a leader in adapting strategies and coaching techniques that can be used in business. How can financial advisors master a culture of excellence that impacts their business?
Aug 24, 2022
30 min
Peer into the Future of Social Media with Tech Strategist Crystal Washington
As a technology strategist and certified futurist, Crystal takes complex social media, app, and web topics and makes them easy to understand and accessible for everyday people. How can financial advisors navigate the future of social media and leave a long-lasting impact?
Jun 23, 2022
33 min
*BONUS* 5 Strategies to Understand and Connect with your Target Audience Better
What if I told you that telepathy is no longer just for magicians and psychics but for financial advisers like you. Would you believe me? I’m here to tell you that “mind-reading” is a teachable skill.
May 12, 2022
21 min
*BONUS* The 3 Presentation Strategies to Own Your Audience (Live or Virtual)
Whether you’re a newbie at presentations or a seasoned pro, we stole three strategies that will help financial advisors feel empowered and conquer any presentation.
Mar 31, 2022
12 min
Creating Powerful Experiences That Lead to Extraordinary Impact with Steve Sims
Steve Sims is the visionary founder of the world’s first luxury concierge service. How can financial advisors create powerful experiences that lead to long-lasting impact?
Mar 3, 2022
31 min
Amplify Your Brand and Empower Culture with Ekaterina Walter
Ekaterina Walter is a business and marketing innovator, international speaker, and author of the Wall Street Journal bestseller Think Like Zuck and coauthor of The Power of Visual Storytelling. How can financial advisors amplify their brand and empower their culture?
Feb 3, 2022
35 min
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