Tag: Wealth Management
Driving Growth with Authentic Marketing and AI with Robert Sofia (Ep. 6)

Driving Growth with Authentic Marketing and AI with Robert Sofia (Ep. 6)

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Marketing in wealth management is evolving faster than ever, with new technology, client expectations, and competitive pressures reshaping how firms grow.

In this episode of Beacon 1% Better Every Day, Chip Kispert speaks with Robert Sofia, CEO of Snappy Kraken, about the state of marketing in wealth management and how firms can accelerate growth. Robert shares insights on authentic client engagement, systematic nurturing, and the role of AI in speeding up and personalizing marketing strategies.

Key takeaways:

  • The increasing competition from private equity-backed firms and the challenges advisors face in standing out
  • Why authentic, quality messaging is harder to find and more important than ever
  • How nurturing leads systematically can increase conversion rates by 200–300%
  • The balance between referrals, digital channels, and social media for sustainable growth
  • How AI is transforming speed, precision, and personalization in advisor marketing strategies
  • And more!

Resources:

Connect with Chip Kispert

Connect with Robert Sofia:

About Our Guest:

Robert Sofia is the founder, chairman, and CEO of Snappy Kraken, a digital marketing strategy company built specifically “for financial advisers who care about meaningful connections.” Over the years, Snappy Kraken has earned awards such as Best Overall Content Marketing Company from Martech Breakthrough Awards and has been recognized five times as an honoree of the Inc 500/5000. Over the past decade, Robert has supported thousands of companies across the financial services spectrum, including solo advisers, ensembles, family offices, broker-dealers, custodians, TAMPs, insurance firms, and more.

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Bringing AI Safely into Finance with Geoff Moore (Ep. 7)

Bringing AI Safely into Finance with Geoff Moore (Ep. 7)

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Artificial intelligence is shaking up wealth management, but how do you separate hype from what’s actually useful? 

In this episode, Chip Kispert sits down with Geoff Moore, Chief Information Officer at ValMark Securities, to talk about how his firm is weaving AI into real processes without losing sight of what matters most: people. 

From early wins with AI-powered document extraction to advisors reclaiming hours of family time and personal time thanks to AI note-taking tools, Geoff shares both the breakthroughs and the challenges of moving from proof of concept to production.

What to expect:

  • Early wins and cautionary lessons with AI adoption
  • How Compliance leaders can embrace, not fear, new tech
  • Why context management is the next big frontier
  • Real stories of efficiency translating into quality of life
  • And more!

Resources:

Connect with Chip Kispert

Connect with Geoff Moore:

About Our Guests:

Geoff Moore is the Chief Information Officer at Valmark Financial Group, where he leads technology strategy and innovation across the firm’s RIA, insurance, and broker-dealer businesses. With a focus on practical, people-first AI adoption, Geoff has guided Valmark through early wins in automation and data management, earning recognition as Box.com’s Small Business AI Disruptor Award winner. He serves on the CIO Inspire Chapter Board in Northeast Ohio and shares his insights as a panelist at industry events like the Advise AI Conference. Geoff is passionate about using technology to enhance both efficiency and advisor quality of life, helping professionals spend less time on manual work and more time with clients and family.

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How Better and More Complete Data and AI Help Advisors Get 1% Better Every Day (Ep. 6)

How Better and More Complete Data and AI Help Advisors Get 1% Better Every Day (Ep. 6)

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What happens when IRS tax data meets AI in the middle of an advisor shortage?

In this episode of Beacon: 1% Better Every Day, host Chip Kispert sits down with Kevin Knull, CFP®, and Browning Mank of TaxStatus to explore how their platform is reshaping advisor growth strategies and client service models.

Kevin shares his journey from the U.S. Coast Guard to fintech leadership, highlighting how solving big problems with technology and helping people has always been part of his DNA. Browning offers an unexpected but relatable story about dating that ties directly into why having better data leads to better outcomes.

Together, they reveal how TaxStatus helps advisors uncover held-away assets, prepare for wealth transfer, and scale fiduciary advice in a future where both financial advisors and CPAs will be in short supply.

What you’ll learn:

  • Why incomplete data puts advisors at risk of giving partial advice
  • How firms can discover hidden assets and unlock organic growth
  • The staggering advisor and CPA shortage ahead, and the opportunity it creates
  • Real-world use cases of how tax data transforms client reviews and prospecting

Resources:

Connect with Chip Kispert

Connect with Kevin Knull

Connect with Browning Mank

About Our Guests:

Kevin Knull is the Chief Executive Officer at Tax Status, where he is focused on building strong teams and creating innovative strategies that drive growth and performance in the fintech and financial services industries. Over the course of his career, Kevin has led teams and driven transformation at leading firms including MoneyGuide Pro, PIEtech (MoneyGuide’s Truth platform), YCharts, and Symetra Investment Management. With a background that began at the U.S. Coast Guard Academy and included three tours of duty, Kevin brings a service-first mindset to every role. His passion lies in solving big problems, leveraging technology, and helping advisors deliver better outcomes for their clients.

Browning Mank is the Senior Vice President and Enterprise Account Executive at Tax Status. She brings decades of experience across wealth management, insurance, and asset management, with a career that spans corporate, entrepreneurial, RIA, CPA, and fintech sectors. Browning spent 18 years in leadership roles at Fidelity Investments, where she oversaw sales strategy and execution across retail branches, regional centers, and institutional RIA/Broker-Dealer channels. Following her time at Fidelity, she founded a successful executive recruiting and consulting firm, and later held strategic roles with Ackerman Capital Management, ForwardLane Inc., and other prominent RIAs and fintechs. She joined Tax Status in 2024, where she focuses on helping wealth firms harness IRS data to improve client outcomes and drive organic growth. Known for her collaborative approach and creative problem-solving, Browning is dedicated to elevating client and employee experiences and unlocking new opportunities for the professionals she serves.

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