
CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
Somewhere beautiful
Joined September 2008
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When I first had the idea for Jolt! back in 2022, I had no idea what it would become. I just knew something was missing.
Our industry had plenty of conferences, but they usually relegated growth, marketing, and creativity to a handful of sessions. I wanted to create a place where those conversations were the entire point.
Now in its fourth year, Jolt! is getting a major remix. We're joining forces with Potomac, whose Remix conference shares a similar growth focus, to create Jolt Remix 2027.
Join the waitlist at JoltConference.com
ROBERT SOFIA retweeted
Congratulations @SnappyKraken Snappy Kraken, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2026 Wealth Management Industry Awards! #Wealthies
Replying to @1TimFranklin @SnappyKraken
Thank you for sharing, Tim. Grateful we can continue supporting you and your outstanding firm!
There, I said it.
I'm not one to usually make "predictions," but Chris managed to get some out of me somehow.
And under 3 minutes has to be a record for a media interview.
Fast watch.
Robert Sofia, Co-Founder, Chairman & CEO of Snappy Kraken, discusses the major trends in marketing technology impacting the wealth management industry in 2025 and 2026. @robertsofia @SnappyKraken
I'm not active on Twitter at this time.
Join me on LinkedIn:
linkedin.com/in/robertsofia
Replying to @ChrisCordoba27 @SnappyKraken
Thank you, Chris! Was so great catching up with you!
ROBERT SOFIA retweeted
#joltconference lived up to the hype.
- finally met a bunch of people I’ve talked to on socials for years
- listened to a lot of the industry’s smartest marketing minds
- had my first opportunity to speak on stage next to @kendrarockslife and Elizabeth Reider
- and after two years of talking almost daily and working on multiple projects together, @TheFinArtist and I finally met in person
Big thank you to @robertsofia and the @SnappyKraken team for a great event.
ROBERT SOFIA retweeted
What happens when financial advisors put connection, creativity, and client experience at the center of their practice?
You get 𝗝𝗼𝗹𝘁!
I am to start this one backwards …
The only standing ovation at #JoltConference….
🎉 was given to Cici Prsha and her team.
In a class move, @robertsofia invited them all on stage to accept the credit they deserved.
Jolt! 2025.... started with a Jolt!…
A Jolt in the form of a fire alarm evacuating us at 1 am due to active explosions in the attached parking garage.
🌞 The next morning …
Other than the coffee and donuts, the Renaissance @RenNashville kindly placed in the lobby and the fans around the hotel, you would have never known everyone had been awoken and on the street in the early morning hours.
🔋Robert, Diana Cabrices, and Matt Halloran bought the energy and high-voltage reminder that financial planning is about more than spreadsheets.
Financial Planning is about connection, clarity, leading with 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰𝗶𝘁𝘆 and reminding us:
📘 Are you connecting with your audience?
💡 Storytelling is the most underrated skill in financial services
🎯 How do you make them feel?
🔂 That it’s about doing, about improving by putting the rep’s
🔋 JOY isn’t just a feeling; it’s a strategic advantage.
If you were at Jolt!….
𝗪𝗵𝗮𝘁 𝗶𝗱𝗲𝗮 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝘁𝗼 𝘄𝗼𝗿𝗸?
🔨 In this closing, Robert nailed it
@SnappyKraken has created a community
A community of outliers….
But…. for an advisor who wears a t-shirt that says 𝗪𝗵𝗮𝘁 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗱𝗼 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝘁 𝗯𝗿𝗼𝘂𝗴𝗵𝘁 𝘆𝗼𝘂 𝗷𝗼𝘆?® that’s just fine.
💬 The feedback I received after sharing how we are leading with JOY at @MitlinFinancial was touching.
And it reinforced my plan to pull back the curtain on our process.
A giant thank you to Kim Skermer for her coaching and for transforming Denise's words into a TED Talk that I was told inspired!
📝 Brian Thorp of @wealthtender, thank you for the valuable insights and for disclosures, so on point compliance agrees…
🏒oh, and for making it so I can end this post like most of my stories....
with HOCKEY
Let’s Go Oilers
Replying to @Lawrence_Sprung
To be clear, I said half loved it and half hated it. So it was jolting either way, which is the point. Those guys are geniuses!
Replying to @1TimFranklin
Thank you Tim! Wish you could join us.
Anyone who has ever thrown a conference (and actually cares about delivering an amazing experience) knows: it's a labor of love.
Making your own pizza hits different when you're six
Hope you're enjoying some quality time with the ones you love most this weekend
Do something hard
Something you might not pull off
Put your all into it
Feel yourself get stronger
Your confidence will swell
Onto the next hard thing
Growth never ends
That's awesome! Congrats. It's still new, but it is basically like SEO with something deeper: being part of the right conversations in the right places. I’d focus on:
Making sure your name/site shows up in niche articles, podcasts, panels about AI/robo-advisers.
Getting mentioned or linked in places that AI models + search scrape for “rusted answers (think industry blogs, thought leader posts, Quora, Reddit, etc.).
Using very specific long-tail keywords in your bios and site copy... what would you Google if you needed “legal help for an AI robo-adviser”?
I would summarize that it's a mix of SEO, influence, and positioning. Curious how @SamanthaTwenty and @ShawnaOhm are thinking about it!







