Robert Sofia

Robert Sofia

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As a new year begins, itís time for advisors to take some fresh steps to growing their business.
Here are three steps you can take to leverage the power of LinkedIn to produce leads and grow your practice.
Make sure you're avoiding these pitfalls so you can get the most out of your social media efforts.
While most financial advisors are using social media in a basic way, few are utilizing it fully. Here are the most common mistakes advisors make with social media.
Advisors can decide whether to promote their brand or their firm's brand by answering three questions.
If there is no silver bullet, what actions should be taken by an advisor who wants to grow his or her business? Put simply, give clients what they need, and they will give you what you need.
Itís human nature to size up people and businesses based on what we see and experience during our interactions with them online, in print, or face-to-face. Advisors should use branding to communicate their core values, differentiate themselves from competitors, and reinforce that their products and services are the ones best suited to meet client needs.
Do you know what Wednesday is? Itís National Administrative Professionals day! Are you planning to do anything for the assistant who takes such good care of you and your clients?
For many advisors, social media compliance is confusing and scary. The good news, however, is that the regulators are hastening to provide significant clarification and guidance. But what does it all really mean?
Everything financial advisors wanted to know about LinkedIn, but were afraid to ask.
Twitter is arguably the Internetís most powerful tool for conducting real-time conversations online. Here are a few reasons to consider using Twitter, and how to make it work in your practice.
Robert Sofia says that the social network is important for advisors, but if you cannot (or will not) approach it properly, donít bother.
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Feb
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Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
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Jun 16-17, 2016
Sheraton New York
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Jun 22, 2016
Convene, NYC, NY