Robert Sofia

Robert Sofia is a nationally recognized author, award winning public speaker, and practice management thought leader. He has developed marketing strategies for Fortune 500® companies, personally coaches hundreds of financial advisors nationwide, and is the C.O.O and cofounder of Platinum Advisor Marketing Strategies.

Robert holds his General Securities and Investment Advisor registrations from the Financial Industry Regulatory Authority (FINRA), and has helped build two multimillion dollar producing financial firms – one as the vice president of marketing, and the other as company vice president.

Robert’s work has been featured in a number of national publications and industry journals including Forbes, The Huffington Post, FOX Business, AdvisorOne, Investment Advisor, Registered Rep, ProducersWEB, and various broker dealer publications. 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, is an honorary member of the Apex Society, a contributor at The Young Entrepreneurs Council, and a Power 30 Under 30™ award recipient. Robert is ranked as one of the top-ten entrepreneurs to follow by Under30CEO.