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, consulted with over 1,000 financial professionals nationwide, and is the cofounder and C.O.O of Platinum Advisor Strategies – ranked #362 on the INC 5,000 list of America's fastest growing privately owned companies, and #10 on the Agency 100 list of the nation's fastest growing agencies. Robert's work through Platinum has helped thousands of financial services organizations enhance their image, streamline operations, and drive revenue.
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 includes solo advisors, growing practices, RIAs, family offices, Broker Dealers, IMOs, banks, and insurance companies.
Robert is the host of Investment News' Practice Makeover series, 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, Financial Planning, Wealth Management, ThinkAdvisor, Investment Advisor, Registered Rep, and many more. He has authored two books and is currently working on his third, which is slated for release in June 2014.
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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