Robert Sofia

Palm Coast, Florida

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 in 2013, 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 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's latest book, Adapt or Die, is a comprehensive guide for advisors seeking to understand the pitfalls and opportunities that exist in today's rapidly changing financial services environment.

Robert has keynoted conferences for world-renowned companies including Ford Motor Company, Adobe, and Prudential; 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.

  • Work
    • Public Speaker
    • Financial Services
    • Business Consultant
    • Communications Designer
    • Marketing Strategy