Name: Robert Sofia
Job Title: Financial Industry Marketing Consultant
Company Name: Robert Sofia
Biography: Robert Sofia is a best-selling author, award winning public speaker, and financial industry marketing entrepreneur. He has developed marketing strategies for Fortune 500® companies, consulted with over 1,000 financial professionals nationwide, and cofounded Platinum Advisor Strategies in 2009. With over 6,000% growth during Robert's seven years of leadership, Platinum repeatedly appeared on the INC 5,000 list of America's fastest growing privately owned companies and on the Agency 100 list of the nation's fastest growing agencies. Robert separated from Platinum in April 2016 and will be launching his next company later this year.
As an advisor himself, Robert holds the General Securities and Investment Advisor registrations with the Financial Industry Regulatory Authority (FINRA), and he uses his intimate knowledge of the financial industry coupled with his business acumen to help other companies grow. Robert’s list of clients has included solo advisors, growing practices, RIAs, family offices, Broker Dealers, IMOs, banks, and insurance companies.
Robert has authored three books, and his work has been featured in many national publications and financial industry journals including Forbes, The Wall Street Journal, FOX Business, The Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, ThinkAdvisor, Investment Advisor, Registered Rep, and many more.
Robert has keynoted conferences for world-renowned companies including Ford Motor, Adobe, TD Ameritrade, and Prudential; sits on the Young Entrepreneur Council for the most successful entrepreneurs in America under 40 years of age; is a Power 30 Under 30™ award recipient, and is ranked as one of the top-ten entrepreneurs to follow by Under30CEO.
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