Platinum was founded by Thomas Fross, Robert Fross, and Robert Sofia to help independent financial advisors through turnkey marketing and practice management strategies.
Thomas Fross and Robert Fross have distinguished themselves as two of the most successful advisors in the nation by consistently acquiring more than $40 million in new assets per year. Their success can be attributed to the development and perfection of the 7 Traits™ necessary to attract and maintain the most sought after clients. As accomplished public speakers, they regularly share these 7 Traits™ with advisors nationally.
Platinum cofounder, Robert Sofia, earned international recognition for his work developing marketing strategies for a Fortune 500® company, and later went on to serve as vice president of marketing and company vice president for separate multimillion dollar producing financial firms. In addition to being a registered investment advisor, Robert is also author of The Complete Idiot’s Guide® to Business Success In Your 20’s and 30’s.
Specialties
Marketing, consulting, advertising, branding, and practice management for independent financial advisors.
Platinum Advisor Marketing Stategies LLC Activity on LinkedIn
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Platinum Advisor Marketing Stategies LLC has a new Senior Administrative Specialist
Laurie Brummel is now Senior Administrative Specialist
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Platinum Advisor Marketing Stategies LLC has a new Vice President, Sales
Andrew Hinkle is now Vice President, Sales
