Name: Robert Sofia
Job Title: Financial Industry Marketing Leader
Company Name: Platinum Advisor Strategies
Biography: Robert Sofia is a best-selling author, award winning public speaker, and financial industry thought leader. He has developed marketing strategies for Fortune 500® companies, personally coaches hundreds of financial professionals nationwide, and is the cofounder and C.O.O of Platinum Advisor Strategies.
Robert holds his General Securities and Investment Advisor registrations from the Financial Industry Regulatory Authority (FINRA), and helped build two multimillion dollar producing financial firms – one as the vice president of marketing, and the other as vice president. Robert's work through Platinum has helped thousands of advisors enhance their image, streamline their operations, and drive revenue.
Robert’s work has been featured in a number of national publications and industry journals including Forbes, The Wall Street Journal, FOX Business, The Huffington Post, Business Insider, Financial Planning, Wealth Management, AdvisorOne, Investment Advisor, Registered Rep, and many more. He has authored two books, The Complete Idiot’s Guide to Business Success In Your 20’s and 30’s and Members Only – A Powerful New Way to Grow Your Practice.
Robert has keynoted conferences for world-renowned companies including Ford Motor Company and Adobe; sits on the Young Entrepreneur Council for the most successful entrepreneurs in America under 35 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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