Robert Sofia - The Five Principles of Marketing Psychology

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Robert Sofia. As CEO of Snappy Kraken, Robert Sofia has helped thousands of financial companies accelerate their growth with world-class marketing. Through sophisticated technology and an advisor-first approach, Snappy Kraken has earned a reputation for excellence, receiving countless industry awards and accolades. Robert’s success relies upon a unique understanding of what truly helps advisors stand out from the industry. “Getting results isn’t about doing what’s easiest,” he says. “It’s about doing what’s bold, unique, and better for the client.” Robert lives in Northern Georgia with his wife and son. When he’s not at the office, you will find him boating, biking, cooking, and volunteering in the local community.

Tune in to hear:

- Robert says in marketing “you must get past the mental filter.” If we are going to get past the mental filter, how can we do it in a way that doesn’t land flat on its face or go too far?

- How can one evoke an emotional response in a nuanced way without seeming corny or disingenuous? Are there certain business for whom this approach may not be effective?

- How can a marketing approach build familiarity without becoming overly repetitive, rote or in your face?

- Irresistible offers are one of the five principles of effective marketing. How can you craft an offer your client can’t refuse?

- What is one big promise that financial professionals can tell their clients they will deliver on?

- Signaling trustworthiness is a crucial aspect of advertising. What steps can advisors take to both be trustworthy and to convey this to their target market?

- Why is merely being trustworthy often not sufficient to scale your business?

Twitter: @RobertSofia

Compliance Code: 3017-OAS-11/30/2021