ROBERT SOFIA @robertsofia Twitter profile

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ROBERT SOFIA

@robertsofia

2 years

To succeed as a financial advisor, you must spend: 50% of your time meeting with clients 50% of your time meeting with prospects 50% of your time on research and education 50% of your time on operational development 50% of your time on marketing Oh, and take Fridays off.

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ROBERT SOFIA

@robertsofia

3 years

I'm looking for a new financial planner. Expectations: - A comprehensive plan - Aid in tax planning - Aid in estate planning - Secure my retirement - Aid in budgeting - Can't lose any $ - Fix my money hangups - Mediate my marital money fights - Crypto? - Work for low hourly fee

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ROBERT SOFIA

@robertsofia

2 years

Why do advisors bicker over the “right way” to charge clients for their services? If you clients are happy, you’re happy, and your business is growing, it’s “right”. Why are you wasting energy trying to convince other advisors to charge the way you do?

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ROBERT SOFIA

@robertsofia

8 years

Work hard. Be smart. Play nice. Press on. #success #entrepreneurlifestyle

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ROBERT SOFIA

@robertsofia

3 years

I. Could. Not. Be. More. Grateful.

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ROBERT SOFIA

@robertsofia

2 years

Which financial advisor does the best job creating content? Tag them below.

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ROBERT SOFIA

@robertsofia

2 years

Meet Hundley. We rescued him this weekend. Showed up in our yard. No microchip or collar. Covered in ticks. Hungry. Skittish. Underweight. 2 days of love, a little vet time, and he's already acting like a member of the pack. He chose us. We chose him too. Dogs are ❤️

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ROBERT SOFIA

@robertsofia

2 years

Financial advisors: Stop sending this kind of impersonal, technical junk to your clients and prospects. It doesn't make you look smart. It makes you look out of touch. And they can Google this if they really want it, btw, so you're not delivering value. Rant over.

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ROBERT SOFIA

@robertsofia

2 years

North Georgia summer evenings after the boy is asleep be like

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ROBERT SOFIA

@robertsofia

4 years

I just interviewed a group of financial advisors. Not one of them is in it for the money. Every one of them genuinely wants to help people. And their businesses are thriving as a result. Purpose > Profit

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ROBERT SOFIA

@robertsofia

1 year

Twenty years ago today. ❤️

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ROBERT SOFIA

@robertsofia

3 years

If a prospect tells you: “I know people who pay less.” Tell them: “I have clients who pay more.”

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ROBERT SOFIA

@robertsofia

3 years

My grandma died yesterday morning. So did another dear friend — just two hours later. But I spoke at a conference yesterday afternoon. And I chaired our quarterly Board meeting today. I did what I had to do to. But it’s hitting me hard now.

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ROBERT SOFIA

@robertsofia

3 years

Proof you’re a true leader: People who don’t work for you anymore still call for advice.

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ROBERT SOFIA

@robertsofia

1 year

I wish to express my overflowing gratitude to the attendees, speakers, and @SnappyKraken teammates who made #JoltConference such an inspiring event. Keep forging those meaningful connections. I appreciate you. Oh, and thanks to the Storm Troopers too. Until next year...

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ROBERT SOFIA

@robertsofia

3 years

Seeing my name in lights on Times Square was not a life goal, but I have to admit that it’s pretty neat to experience. Thank you @Forbes_Books !

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ROBERT SOFIA

@robertsofia

2 years

The financial industry is too stuffy for the next generation.

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ROBERT SOFIA

@robertsofia

4 years

Many people aren’t the best version of themselves right now. 2020 has been hard (understated). Let’s cut one another some slack. It’s a good thing to do.

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ROBERT SOFIA

@robertsofia

2 years

#JoltConference was incredible for a million reasons, but the #1 and most important is evident: The people ❤️ Thank you all SO much for making this innaguaral event such a special occasion. 2023 here we come!

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ROBERT SOFIA

@robertsofia

2 years

You'll never get me back to the city. #NoFilter

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ROBERT SOFIA

@robertsofia

2 years

Financial advisor: “I help you simplify.” Also financial advisor: “Track down 40 documents, fill out 6-page questionnaire, read 100 page plan + eight prospectuses, sign 30 forms, wait six days for ACATS, bookmark five logins, meet me quarterly, and read my weekly commentary.”

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ROBERT SOFIA

@robertsofia

2 years

It’s official: I can finally talk about it! I couldn’t be more excited and grateful to have acquired such an incredible company (team, and product) we now have the fun of integrating! It’s time to help advisors level up their website game! Let’s go! 🚀

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ROBERT SOFIA

@robertsofia

3 years

My wife fell and broke three vertebrae Thursday. She’s coming home from the hospital tonight, but has a long recovery. I’m beyond relieved she’ll recover, but I have no idea how to care for her, our son, and still handle work. Anyone been through this and have advice for me?

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ROBERT SOFIA

@robertsofia

3 years

We moved the Jolt! marketing conference to May 4-6, 2022. It’s still gonna be⚡️It’s just going to be at a better time. Here are the three reasons for our choice:

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ROBERT SOFIA

@robertsofia

3 years

Bought a truck to restore that’s just like the one my grandpa drove me around in when I was a kid. Whatcha think @copaflyer ? Can I park next to you after I get her cleaned up?

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ROBERT SOFIA

@robertsofia

6 months

Wanted a live-edge, black walnut bar for my garage/man-cave, but didn't want to spend $3k. Alternative: 1) Bought slab from local sawmill for $300 2) Bought legs on Amazon for $100, and polyurethane from hardware store for $15 3) Applied elbow grease 4) Up $2,500 💥

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ROBERT SOFIA

@robertsofia

2 years

Seeking 10 advisors who can lean hard into their branding + marketing. - Branding refresh - New website - Custom video - New lead funnels Start to finish case studies for the combined @advisorwebsites + @SnappyKraken TONS of free work in exchange for being profiled! ✋⬇️

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ROBERT SOFIA

@robertsofia

4 years

Happy Gotcha Day, son! You’re the light of my life. #Adoption

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ROBERT SOFIA

@robertsofia

3 years

Fatherhood is my greatest adventure.

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ROBERT SOFIA

@robertsofia

4 years

After managing over 100 people, I’ve finally figured it out: Talent matters way less than attitude.

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ROBERT SOFIA

@robertsofia

4 years

Don’t get me wrong. I love tweeting with my financial industry colleagues on Twitter. But does anyone else feel like it’s only about 100 of the same #fintwit peeps who really engage? This is a large community. Twitter is valuable. There should be more action. Why is this?

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ROBERT SOFIA

@robertsofia

8 months

How it started vs. how it's going. Started kindergarten this month. Also got his CFP.

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ROBERT SOFIA

@robertsofia

1 year

Spring haze in full effect

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ROBERT SOFIA

@robertsofia

1 year

I'm taking a hiatus from social media for the rest of 2022. I plan to shift the time to family, work, and personal development. It will also be my longest break from social, so I look forward to seeing how it affects me. No DMs, so call or email if you wanna catch up. 🤙

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ROBERT SOFIA

@robertsofia

2 years

Never say yes to nine meetings in one day. You're welcome.

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ROBERT SOFIA

@robertsofia

2 years

IS LIVE! We're coming back BIGGER and BETTER for 2023! Get your early-bird tickets now to save stacks 💵💵💵 We will sell out! 📽️ WATCH THE TRAILER👇

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ROBERT SOFIA

@robertsofia

2 years

Were you ever picked last in gym class? When the team needed one more player and you were their only choice? Yep. That's me making it onto the @wealth_mgmt #wealthies finalist list for CEO of the Year.

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ROBERT SOFIA

@robertsofia

2 years

If your leadership team isn't at least half made up of strong, confident women, you're missing out on one of the best opportunities to grow your business. Hire them. Empower them. Trust them. Watch your business grow. Your boy's club is bad for business.

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ROBERT SOFIA

@robertsofia

2 years

Mushy dad here. Just trying to snap some fall photos with the boy, the dog, and the truck -- using the old iPhone.🍁 I think this one turned out good.

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ROBERT SOFIA

@robertsofia

2 years

Looking through old family photos is the best! This is my family on vacation, circa early 90s, but looking like hybrid 60s/70s/80s. That's me on the far left -- the annoyed chubby kid. I'm less annoyed now. And slightly less chubby.

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ROBERT SOFIA

@robertsofia

2 years

Having a mental illness does not make someone weak. Frankly, it means they’re stronger because they must fight harder to function. If someone trusts you enough to open up about their struggle, admire them. Just telling you required strength. #MentalHealthAwarenessMonth

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ROBERT SOFIA

@robertsofia

1 year

⚡️⚡️⚡️ #joltconference is officially sold out! ⚡️⚡️⚡️ We promised it would be bigger and better than last year, and we are delivering! I can't wait to see everyone there, and to hear from our INCREDIBLE lineup of speakers that includes @ramonray @BrittanyHodak @DrewDavisHere …

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ROBERT SOFIA

@robertsofia

2 years

Latest DIY project: Garden house with 68’ of raised beds for herbs and vegetables. Almost ready for spring planting! Doing work like this helps me stay mentally balanced against the demands of running a hyper-growth tech company.

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ROBERT SOFIA

@robertsofia

2 years

Hate to break it to ya... That killer content that you worked so hard on... Now that it went through a committee of 5 people (plus compliance) and got tweaked until everyone was happy... It’s not awesome anymore.

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ROBERT SOFIA

@robertsofia

1 year

Come visit us in the country now, y'all hear. Green is good for the soul. No filters needed.

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ROBERT SOFIA

@robertsofia

3 years

Every financial advisor deserves a raise. When I see advisors bickering with each other over how 1% is overcharging, I think: They must not deliver as much value as my advisor, because I'd gladly pay her more for what she does.

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ROBERT SOFIA

@robertsofia

1 year

Best moves I've made in 2023: 1️⃣ Capping meetings at 5 per day 2️⃣ Only taking meeting after 11AM to leave mornings open for focus work Almost a month in and already feeling like this is one of the best changes I've made in my professional life. 🧠💥

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ROBERT SOFIA

@robertsofia

3 years

During the week, I tweet work stuff. On weekends, I tweet weekend stuff. Because I’m a real person. The 24-7 hustle thing is 🗑

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ROBERT SOFIA

@robertsofia

3 years

Earned my brownie points for the month.

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ROBERT SOFIA

@robertsofia

4 years

Being a financial advisor guarantees you‘ll be: Misunderstood Misclassified Under appreciated But it’s also guaranteed you’ll be: Challenged Appreciated Enriched Real financial advisors are in a noble profession.

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ROBERT SOFIA

@robertsofia

3 years

To come across as more confident and capable, cut the words... I THINK HONESTLY BASICALLY JUST from your speech and writing. I honestly think this is basically just a good idea. 😉

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ROBERT SOFIA

@robertsofia

4 years

Do advisors really need a technology conference? More tech doesn’t automatically mean better business. But GREAT tech can: Find clients Keep clients Save money Save time Drive growth #T32020 is just the place to find this kind of tech! So yes, we do. Thanks @FinTechie !

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ROBERT SOFIA

@robertsofia

3 years

Tonight we got a sitter and I took my wife axe throwing. She beat me five to one. Clearly, I should not make her angry.

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ROBERT SOFIA

@robertsofia

2 years

Three days in a room No slack No email No news Just eight people, candid conversations, deep thinking, and tons of sticky notes. @SnappyKraken started this way, and we still do it every quarter. Strategy is everything. And it doesn't have to be fancy.

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ROBERT SOFIA

@robertsofia

2 years

Let's modernize some advisor marketing language. ❌ "Retirement" = Reach the so-called golden years. Play golf. Sit in adirondack chairs by the water. Ride bicycles. ✅ "Work optional" = Financial freedom at any age. Do what you want. I'm pretty sure the later is better.

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ROBERT SOFIA

@robertsofia

1 year

I've been off @Twitter since Nov. 13th. - I'm more focused and present - My pickups are down 80% The break was good for my mental health. But social media has value too: - Connection with my industry - Learning from people I admire - Lifting others up So I'm back. Sup?

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ROBERT SOFIA

@robertsofia

10 months

Built my own Stargate. Still figuring out how to activate it.

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ROBERT SOFIA

@robertsofia

2 years

Things I don't do to build my company: ⏰Wake up at 4am 🚿Take cold showers 🧘‍♂️Meditate 🔖Journal Things I do to build my company: 👂Listen to my customers 💗Care for my people 🏋️‍♂️Care for myself 📈Work hard

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ROBERT SOFIA

@robertsofia

3 years

My parents built (and live in this). And yes, I was raised by free spirit artists. They cool tho.

A couple designed their 304-square-foot tiny house around a pizza oven they built themselves, and...

When Rebekah and Robert Sofia designed their tiny house, they agreed a wood-burning pizza oven was a top priority. Here's how they made it happen.

www.businessinsider.com

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ROBERT SOFIA

@robertsofia

4 years

Why do we feel compelled to finish books we don’t enjoy? I’m done with that. Who’s with me?

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ROBERT SOFIA

@robertsofia

2 years

I've been in this industry for almost two decades, and NO company has ever welcomed us to their office like this! This was so special ⁦ @advisorsexcel ⁩! Thank you! ⁦ @SnappyKraken ⁩ loves you too! ❤️

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ROBERT SOFIA

@robertsofia

3 years

I just hit a career high! One of my employees informed me that she is "financially stable" for the first time in her life, and she hired @anjiekonte to be her #CFP 🙌🥲 As a CEO, few things are as rewarding as witnessing your employees achieve their personal goals.

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ROBERT SOFIA

@robertsofia

1 year

Adoption is a gift; but it's also a tragedy. That's our son in the middle. We adopted him. Those are his brothers who still live with his birth mother. The three of them don't get to be as close as they should be.

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ROBERT SOFIA

@robertsofia

2 years

Last night, I entered an elevator with 2 strangers. I asked: "How's your evening going?" We enjoyed a brief and pleasant exchange, discovering we were from the same hometown. Today, I present to a group of advisors. They're in the audience. Being friendly is a life hack.

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ROBERT SOFIA

@robertsofia

4 years

Outdoor dining area home-enhancement project step 1 complete: 4x6’s for pergola in concrete. T-60 days till water feature and fireplace finale.

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ROBERT SOFIA

@robertsofia

3 years

I just asked my toddler: “Do you wanna take a bath?” “No!” Then mama asked: “Do you wanna get in the bathtub and play with your toys?” “Yes! Yay!” Now we know who the better salesperson is.

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ROBERT SOFIA

@robertsofia

4 years

@AndySwan And here I thought I married an above-average woman. I guess she’s actually below average. I’ll have to tell her.

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ROBERT SOFIA

@robertsofia

2 years

I live here. Pinch me.

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ROBERT SOFIA

@robertsofia

2 years

3 questions that must all be "yes" before I accept a new client: 1) Do I feel good after being with them? 2) Can I serve them profitably? 3) Can I deliver value for them? If #1 is "no", I stop Clients who make me feel bad aren't worth any amount of 💰💰💰

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ROBERT SOFIA

@robertsofia

3 years

The top six ways to get more referrals: 1) Make your clients feel special 2) Make your clients feel special 3) Make your clients feel special 4) Make your clients feel special 5) Make your clients feel special 6) Make your clients feel special

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ROBERT SOFIA

@robertsofia

5 months

Jake's first flight just got magical. Thank you @Delta No airline does it like you ❤️

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ROBERT SOFIA

@robertsofia

3 years

I’m starting #DryJanuary tomorrow and running through 2/4. Anyone else? 🙋🏻‍♂️

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ROBERT SOFIA

@robertsofia

4 years

Having the confidence to be yourself on social media doesn’t come from believing everyone will like you. It comes from being okay with it if they don’t.

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ROBERT SOFIA

@robertsofia

1 year

I'm finished with news networks. Most stories are misleading, under-researched, politically biased, and depressing. Staying focused on what I can control, doing my own research, and contributing to my local community is better for my mental health. Has anyone else tried this?

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ROBERT SOFIA

@robertsofia

7 months

@BillWinterberg Frozen pizza TBH 🤣

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ROBERT SOFIA

@robertsofia

2 years

I’m not sure who needs to hear this today, but corrections like this one are THE BEST time to ramp up marketing and communications. Use video. Use email. Use text message. Over-communicate. Give reminders. Share principles. And your business will grow, not shrink.

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ROBERT SOFIA

@robertsofia

4 years

Four things you should keep to yourself: 1) Your good deeds 2) Your bank balance 2) Your worst fears 4) Your business strategy Agree or disagree?

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ROBERT SOFIA

@robertsofia

1 year

This lake has stolen my ❤️ I'm beyond grateful to live here. #lakechatuge

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ROBERT SOFIA

@robertsofia

2 years

Three generations y’all

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ROBERT SOFIA

@robertsofia

2 years

More people should live in the country. No pollution. Grow your own food. Freshwater right out of the ground. No traffic. Wildlife everywhere. Lower prices. Make as much noise as you want. Beauty everywhere you look. Endorsement over. I’m never going back.

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ROBERT SOFIA

@robertsofia

2 years

Something tells me I'm about to be sick a lot

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ROBERT SOFIA

@robertsofia

1 year

You never know what struggle someone is hiding behind a smile. Be kind.

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ROBERT SOFIA

@robertsofia

1 year

So proud of our Chief Brand Officer at ⁦ @SnappyKraken ⁩ and how she's opening minds at #joltconference "Design is NOT the cherry on top. It's not an afterthought. It's visual strategy." -- Patrice Kelly

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ROBERT SOFIA

@robertsofia

2 years

When you’re working late so your wife takes your son on a date and rubs it in with cute pics like this 😏

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ROBERT SOFIA

@robertsofia

3 years

If you don’t like them as a prospect, you definitely won’t like them as a client. It’s much easier to say no to a bad fit early, than it is to fire them later.

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ROBERT SOFIA

@robertsofia

4 years

Has this happened to you? 1) You have a really great original thought 2) You share your thought leadership freely 3) Someone takes your thought and reshares it as their own without giving you credit 4) People praise them for “their genius” which was actually yours?

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ROBERT SOFIA

@robertsofia

7 months

#FISummit was amazing But getting home to tuck this little man in, still tops the charts

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ROBERT SOFIA

@robertsofia

2 years

I don't know which financial pros need to hear this today, but volatile markets present the most important time to ramp up your client communications.

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ROBERT SOFIA

@robertsofia

3 years

I am revisiting this thread to say “Thank you” to everyone for your support! It’s been amazing. My wife has progressed a ton and is walking on her own without a walker now. The PT is really helping and the neurologists said she won’t need surgery. She will make a full recovery!

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ROBERT SOFIA

@robertsofia

2 years

Yesterday, I accepted a meeting request from someone I didn't know. I didn't feel like saying yes, but he was compelling so I trusted my gut -- even though I knew it might be a waste of time. Turned out, it might one of the biggest opportunities to come across my desk...👇🧵

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ROBERT SOFIA

@robertsofia

2 years

Your clients don’t care about what makes you “unique”. They care zero about your “proprietary process.” They aren’t impressed that you’re a “fiduciary.” They only care about what you can do for them. The sooner you embrace this, the greater your success will be.

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ROBERT SOFIA

@robertsofia

2 years

3 hours to send two wire transfers at @BankofAmerica Should’ve been able to do this from my phone in minutes Banking is broken

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ROBERT SOFIA

@robertsofia

3 years

How can financial advisors build an irresistible brand? It's all in my new book 👇

Snappy Kraken

@SnappyKraken

3 years

Tomorrow's the big day. @robertsofia 's new book, Blend Out, drops tomorrow. There's still time to get pre-order bonuses:

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ROBERT SOFIA

@robertsofia

4 years

My email auto responder is on and now i think it’s time for a break from social media as well. Time to read books, take hikes, and nap. See y’all in 2020! 🥳

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ROBERT SOFIA

@robertsofia

4 years

Nothing is helping me through this crisis more than being surrounded by positive, resilient people. And booze.

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ROBERT SOFIA

@robertsofia

2 years

Before I had my own child, when I would see parents with unruly children in public, I thought their parenting was the problem. I’d just like to say “I’m sorry” to all the parents I judged. It was never you. You’re perfect. It was definitely your childrens’ fault.

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ROBERT SOFIA

@robertsofia

4 years

PSA for financial companies: When branding or rebranding, stop using: Oak Gate Bridge Light/Beacon Compass Rock/Stone Partner Independent “Trust” combined with another word Others have already done this. Don’t copycat. You can do better!

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ROBERT SOFIA

@robertsofia

3 years

I’m selling my Florida home and moving into my North Georgia vacation home full time. I’ll be planting my grapevines in the spring. We might even get some chickens.

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ROBERT SOFIA

@robertsofia

2 years

I haven't been a good enough CEO. The talent behind @SnappyKraken needs more: Recognition Credit Attention Respect Admiration I don't do enough to push them out front. I will get better at this. I'm committing publicly. They're going to impress you big time! Just wait.

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ROBERT SOFIA

@robertsofia

1 year

Life is rarely perfect. But sometimes it feels that way.

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