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Robert Sofia
Ocala, FL
Cofounder, Platinum Advisor Marketing Strategies, LLC
Marketing
Fans (356)
Following (101)
Groups (5)

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About Me

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.

Work History

  • Platinum Advisor Marketing Strategies, LLC
  • Cofounder, COO
  • April 2009 to Present
  • Visit: http://www.platinumadvisormarketing.com

  • Fross & Fross Financial, LLC
  • Vice President
  • June 2007 to Present
  • visit: http://www.frossandfross.com

  • Cebert Wealth Management Group, Inc
  • Vice President of Marketing
  • July 2005 to June 2007
  • visit: http://www.cebertwealth.com

  • Ford of Ocala
  • Director of Business Development
  • May 2003 to June 2005
  • Visit: http://www.yoursouthernforddealers.com

Favorite Quote
"Whether you think you can, or you think you can't, you're right." - Henry Ford
Specialties
Helping others through speaking, writing, and consulting. Focus on professional development and financial advisory practice management.

Groups (5)

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Fans (356)

kareem
Charnita Fance
Adam Nicholas B
Rasha Proctor
Lindsay Friedman
Puneet
kgaurav
Loose Diamonds, Fancy Diamonds, Colored Diamonds
Leslie Juvin Acker
Wardrobe Junkies Rachel Gold

Following (95)

Katie Konrath
Amanda Kate West
Greg Rollett
Thursday Bram
crystal lindell
Dorie Morgan
Teresa Wu
Chloe Angyal
Bridget Marie Forney
Allie Osmar