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Robert Sofia: Why Marketing Matters and Doing Things Differently

Posted on April 12, 2021
On today’s episode of Framework, Jamie talks with Robert Sofia, CEO of Snappy Kraken and marketing expert helping financial advisors package their value. As a kid, Robert never had the…
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Investments

What are Robo-Advisors?

By: Don Hagan
First and foremost, Robo-Advisors are not advisors at all. This is once again another example of a Wall Street marketing ruse designed to mislead the public into believing they will…
Practice Management

Annual Family, Fun & Fireworks Event!

By: Carson Group
It’s that time of year again…baseball, warmer weather and Carson Wealth’s annual FAMILY, FUN & FIREWORKS event! The 2015 event is set to take place Friday, June 26th at the…
Practice Management

Ron Carson on Financial Planning: Tested in the Trenches Videos

By: Carson Group
Tested in the Trenches Videos - Part 1 & Part 2 As the financial advisory community continues to evolve, transparency has become even more critical. Ron Carson says wealth planning…
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