Robert Sofia
Founder and CEO at Snappy Kraken
Robert J. Sofia is the Founder & CEO of Snappy Kraken, a leading marketing technology firm serving financial advisors. A seasoned entrepreneur and strategist, Robert has built his career helping advisory firms grow through innovative digital marketing, client engagement, and brand development. He is also a recognized industry thought leader and frequent speaker on advisor growth and the future of marketing in financial services.
Sept. 26, 2025
Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth
Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth
🚨 Can AI actually make financial advisors feel more human—not less?
That’s the bold idea Robert J. Sofia, CEO of Snappy Kraken, shares in this week’s episode of Money Matters.
We break down wh…