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
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Congratulations @SnappyKraken Snappy Kraken, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2026 Wealth Management Industry Awards! #Wealthies
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Thank you for sharing, Tim. Grateful we can continue supporting you and your outstanding firm!
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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
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Thank you, Chris! Was so great catching up with you!
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#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.
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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
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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!
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Replying to @camp_wealth
You were awesome!
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Replying to @kendrarockslife
Isn't it the only marketing conference in our industry?
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Replying to @1TimFranklin
Thank you Tim! Wish you could join us.
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Anyone who has ever thrown a conference (and actually cares about delivering an amazing experience) knows: it's a labor of love.
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Replying to @AaronKlein
Nah. You're the AI Whisperer now 😆
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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
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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
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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!
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Replying to @zachary_ashburn
Such a great spot you've found!
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