Sofia: I'm happy to do that – but I’d like to note that Visual Marketing Insights is really just a small part of what Snappy Kraken is doing.
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So, could you talk a little bit about communicating appropriately from the advisor’s point of view out to the general public and how to engage people visually? Swift: It occurs to me that technology is just part of the solution because what Snappy Kraken has brought through is the communication aspects - the technology is “just” the delivery mechanism. Read about the Visual Marketing Insights product launch here: Swift: I've seen the recent product you just rolled out for advisors I believe it's called Visional Marketing Insights. So, basically, we understand those pains and we decided we wanted to make it easier with technology. Those things are always at odds with each other because the time you want to devote to your clients is often times being dragged by all the infestimal little things you have to deal with. They have to be an entrepreneur, a business owner, and at the same time serve other people – being that it's a service business. When you look at the combination of portfolio management, marketing and all the different components of that where you have your email, your compliance, your website and your social presence and everything you use for trading, client account management, and file sharing it gets really hard to serve your clients well and run your business. So, there is that and then you have to manage the myriad technology tools. It's hard to be an advisor today because you have to differentiate from a tremendous amount of competition both from advisors next door to online brokerages which are expanding more and more into financial planning and into wealth management. Advisors have stress over the regulatory environment, the market environment and the economy, and the geo-political issues but those things for the most part are out of their control.īut when you get into the things they can control, they still have challenges. So are the external forces they cannot control. They are related to a variety of factors. Sofia: Really, the reason we started Snappy Kraken is because of the problems we see advisors facing. If I may, I'd like to take those one at a time. How we see overcoming those hurdles and then how we fit into that. One, related to the hurdles advisors face. I think there are a few vital questions in there. Robert Sofia: Boy, that's a nice introduction Marie. What should advisors and enterprises be thinking about today to be getting over that next hurdle? Tell us about Snappy Kraken’s vision and how you think about pain points in the industry.
It's a little red octopus with sunglasses. Today, through that long journey in the industry, he is the CEO of a cool little company – but I don't think it will be little for very long. He's worked with solos and ensembles, with financial offices, custodians and insurance companies. He has a ton of practice management experience. He has personally worked with 2,000 advisors on their marketing plans. If you are listening as an enterprise that supports advisors I think there are going to be some really good ideas for you here as well. I'm super excited to have him here today to talk about marketing and building your business as a financial advisor. Marie Swift: Welcome to “Best Practices in the Financial Services Industry.” This is your host, Marie Swift. Read the transcript below or click here to listen to the audio interview.
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