074 - Robert Sofia: What Your Brand Should Say on Social Media
In this episode, Emily and Robert Sofia, CEO of Snappy Kraken, talk about how to have a unique voice on social media and what that really means.
What does it really mean to be authentic on social media? For financial advisors and for any company brand, this is a common piece of advice but it’s not always clear how to walk the walk.
Robert Sofia is the Founder and CEO of Snappy Kraken and has over 20 years of digital marketing experience. Among marketing automation programs for financial advisors, Snappy Kraken is ranked #1 in customer satisfaction and is also the fastest growing according to the 2020 T3/Morningstar Advisor Technology Survey.
Robert and Emily Binder discussed what it takes to make your brand stand out on social media.
WATCH THE VIDEO
Emily asked Robert what it sounds like when an advisor has a unique voice on social media and how this can carry over to other marketing like email.
Robert also revealed some surprising advice on email marketing based on his firm's analysis of over one million emails. The episode wraps up with some key tips that financial advisors and all businesses need to know about the kind of brand personality that makes marketing successful. Get some valuable advice about marketing your business on social media and share this episode with a colleague or friend who could benefit.
Listen to this podcast anywhere:
“He’s not intimidating. He’s fun, so is our culture. We’re snappy, we make things happen quickly.” - Robert Sofia on the character and brand design of Snappy Kraken.
Topics and timestamps:
01:24: Meet Robert Sofia, CEO of Snappy Kraken. How did Robert get started in marketing, and what was the inspiration for Snappy Kraken? Robert entered the financial industry in 2004 and noticed a marketing vacuum. He was inspired to shake things up and provide marketing guidance for financial advisors.
02:59: There is a lot of "copy and paste" marketing advice in the financial industry since the early 2000s. Why is that a problem? It creates a flat playing field where no individual can possibly stand out.
04:32: Competing factors for the psychology behind marketing decisions in the financial landscape: lack of creativity, social pressure from social media, and trusted brands serving as a “safeway”.
06:30:
What does it mean to be authentic on social media?
We are often afraid to be our true selves because it’s vulnerable, but this is the most effective way to present your brand on social media because you’ll attract the right people. Click here to skip to this part of the video.
07:56: Should you customize your brand's voices, tones, or content based on the platform you're using How can you analyze when you're mastering one channel over another?
"It depends so much on context, and what works in one context or maybe even one period of time, may be different in another context or another period of time. It could even be on a different channel; it will completely flop, where it thrived on one." - Robert Sofia
09:49: Snappy Kraken's most recent study analyzed over 5 million data points to test the different design and strategic components of email marketing. They were able to translate that data to other platforms and optimize their social channels and landing pages and improve their strategic decision making.
"When there's true uniqueness and creativity combined with solid data, that's when marketing magic happens." - Robert Sofia
10:55: The secrets to optimizing your email marketing templates: buttons or no buttons, CTAs, and more.
12:05: Robert answers the question once and for all: Is email still an effective marketing channel? Yes.
"When we look at every single marketing channel, and we analyze the performance and response rates, invariably, the highest ROI is coming from building and nurturing an email list over time, and the actual highest response rates and click rates are coming through email." - Robert Sofia
14:29: Spam gives email marketing a bad name, but if you focus on the value and advice you're providing your audience, you will be able to keep and grow that audience. Make sure there is a valuable service, solution, or advice in every email you send.
Snappy Kraken uses the data it collected in their own data analysis to continuously improve their landing pages, social media, and more.
16:00: What does it mean to create a unique brand, and how can you make yourself stand out? Let's face it; it's hard to cut through the noise. Managing your marketing tactics can leave little time to dedicate to your strategy.
23:00: So, why the name "Snappy Kraken"? How did Robert find the symbol for his brand? What are some examples of other companies that haven't taken their branding so literally in the financial world? Lighthouse, anchor, and tree logos no more!
"We built the brand; we built a character that was different, but still had a story." - Robert Sofia
Books and Apps Robert Recommends:
Book: Principles by Ray Dalio
Podcast: The BeanCast (hear Emily’s latest appearance on Bob Knorpp’s top marketing and advertising podcast in Beancast episode 593: The Quibi Dilemma and hear more BeanCasts with Emily Binder here)
Robert Sofia, Founder and CEO of Snappy Kraken, has over 20 years of digital marketing experience and listens to book summaries on Blinkist in his free time.
Connect with Robert Sofia:
Twitter: @robertsofia
Connect with Snappy Kraken:
Twitter: @SnappyKraken
Follow @beetlemoment on Instagram
070 - John Andrews: Retail Just Advanced Five Years - Marketing Post-COVID
John Andrews, CEO of Photofy, a community content creation platform, and Emily talk about all things Marketing Post-COVID in this week's episode. This episode has it all: social media advertising, the future of retail, and amazon to eCommerce. See what these two think the future holds for marketing and which tactics have been most successful in the last several months.
"What was a slow-burning retail apocalypse for many retailers just turned into a full-fledged firestorm. Shopping will be forever changed post-crisis, and while the dislocation of people and capital will be painful, both will be reallocated to more efficient models." - John Andrews
John and Emily talk about marketing and retail during and post-COVID-19. This episode has it all: social media advertising, the future of shopping, ecommerce, Amazon, and which brands will survive.
Video:
Guest: John Andrews, CEO of Photofy, a community content creation platform, is a media disruptor. Leveraging over twenty years of experience in consumer packaged goods marketing coupled with eight years of social media knowledge to build new media formats in the shopper marketing space. He helped build one of the first ‘people as media’ platforms at Walmart called Elevenmoms, founded Collective Bias (Acquired by Inmar in 2016), and teaches as an adjunct professor at NC State University.
Hear this podcast anywhere:
Topics:
02:30: Curbside is the winner of COVID: How retail has advanced during the pandemic.
04:40: Consumers are drawn to products and services that help them enjoy more “productive time” (e.g. riding in an Uber instead of driving).
06:00: Walmart was ahead of the game with their curbside shopping and pick-up process. They have been doing this for years.
07:00: HEB, a regional grocer in Texas, was beating out larger grocery chains during the peak of the pandemic because larger chains couldn’t keep up with demand and the need for new curbside services. HEB was stated to have begun preparations for curbside pick-up as early as 2005.
A pair of Nike shoes that John, a self-proclaimed sneakerhead, bought off Instagram.
11:25: Nike is one of the few companies that is managing a transition into digital retail very well, and it’s all about the difference between the use of push marketing and first-party data.
“Nike is using its direct understanding of its data to perfectly market to me what it knows I am interested in.” - John Andrews
16:30: Marketing advantage through data and the Nike app
19:35: Two recent global studies from Kantar and Edelman reveal that advertising and social media in particular are at new all-time lows for consumer trust. Just 17% of people trust news from social media.
“Public favorability towards advertising was 25% in December of 2018, but in 1992 that figure was 48%.” -Edelman Trust Barometer
21:00: Media companies are built on advertising, and they have had to be creative about their ad-driven tactics. Instagram does a good job of curating content for unique users but can bombard users with ads based on their interests.
24:40: What is an email address worth in five years? Will email marketing become a thing of the past?
30:00: What platforms are the best for targeted marketing? How do sound and voice play into this?
“There is an advertising opportunity in [the voice assistant’s recommendations] because everything is predictive.” - Emily Binder on the future of advertising
John’s recs: Podcasts, book, & WallStreetBooyah Twitch channel:
Podcast: Joe Rogan Experience: #1470 Elon Musk
Podcast: Social Geek Radio with Jack Monson, CRO at Social Joey
Twitch: WallStreetBooyah
Check out Episode 71 - VIDEO podcast with WallStreetBooyah and John!
Book: Ichigo Ichie, the Japanese philosophy of living in the moment and putting randomness into your life: (recommended by Scott Monty)
Ichi-go ichi-e (Japanese: 一期一会, lit. “one time, one meeting”) [it͡ɕi.ɡo it͡ɕi.e] is a Japanese four-character idiom (yojijukugo) that describes a cultural concept of treasuring the unrepeatable nature of a moment. Ichigo Ichie is the idea of living in the here and the now and embracing each day as it could be our last.
John Andrews is CEO of Photofy, a branded content creation platform
Connect with John:
insta - Follow @beetlemoment:
031 - Simplify Your Marketing: Email and More - Melanie Touchstone
Topics:
Email marketing - design and messaging - what works?
Social media
Design, graphics, and what works - case study - going from color to black and white
Personalize brand messaging
Winning subject lines
Keep it simple
Don’t try and fool customers
Video coming soon! Check back the first week of March.
Melanie Touchstone talks with Emily about how simple marketing works. For email, social media, and more.
001 - GDPR - Think Bigger
Show notes:
GDPR: let’s think bigger than the impact on email marketing databases and programmatic declines and the future Facebook Ads.







