Robert Sofia on Personalized Marketing

Robert Sofia is the CEO of Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. He has served over 1,000 financial companies since 2005. He’s an award-winning speaker and author of two best-selling books, [...]

By |2022-01-03T17:14:28+00:00April 19th, 2018|Categories: Podcast|Tags: , , , , |0 Comments

Mary Beth Franklin on the Value of Real Expertise

Mary Beth Franklin is an author, speaker, award-winning journalist, Certified Financial Planner, and one of America’s leading experts on Social Security and Medicare. Her weekly column and e-book, Maximizing Your Social Security Retirement Benefits, can be found on Investment News. She is also frequently [...]

By |2022-01-03T17:14:29+00:00April 5th, 2018|Categories: Podcast|Tags: , , , , , |0 Comments
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