LinkedInRobert Sofia

Robert Sofia

Financial Industry Thought Leader. Speaker. Author. Consultant. Entrepreneur.

Ocala, Florida Area
Financial Services
  1. Platinum Advisor Strategies
  1. Fross & Fross Financial, LLC,
  2. Cebert Wealth Management Group, Inc.,
  3. Ford Motor Company
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Platinum Advisor Strategies

Platinum Advisor Strategies

Co Founder & Chief Operating Officer

– Present

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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.


Co Founder & Chief Operating Officer

Platinum Advisor Strategies
– Present (5 years 7 months)The Villages, FL

Vice President

Fross & Fross Financial, LLC
(3 years 7 months)The Villages, Florida

Vice President of Marketing

Cebert Wealth Management Group, Inc.
(2 years)

Director of Business Development

Ford Motor Company
(2 years 2 months)Ocala, Florida Area

Honors & Awards

#362 on the 2013 INC 500/5000


The Inc. 500 is an annual list of the 500 fastest-growing private companies in the United States, introduced in 1982. The Inc. 5000 is an expansion of the Inc. 500, which ranks the country’s top 5000 fastest-growing private companies and also features a special ranking of the top 10% of the list as the Inc. 500.

#10 on the Agency 100

Agency Management Roundtable

The Agency 100 is an annual ranking of the fastest-growing advertising and marketing agencies in the U.S.

#29 INC Top 100 Business Products And Services Companies

INC Magazine

Top Business Products & Services Companies on the 2013 Inc. 5000

#25 INC Top 100 Florida Companies

INC Magazine

Top Companies in Florida on the 2013 Inc. 5000.

Power 30 Under 30

The Apex Society

The Power 30 Under 30™ are young professionals who have accomplished much at a young age. Despite their diverse backgrounds, ranging from humble beginnings to generations of wealth, they have one thing in common: the ability to excel at what they do on their own merit. They also realize the tremendous importance of giving back to the community to help those in need.

Ranked #7 of 235 Top Entrepreneurs to Follow


Under30CEO is the leading media property for entrepreneurs, inspiring the world’s next generation of business leaders. Under30CEO features direct interviews with the most successful young people on the planet, profiles twenty-something startups, provides advice from those who have done it before, and publishes cutting edge news for the young entrepreneur.


Platinum Advisor Strategies

  • Yale University - Financial Markets
  • TED Management - Leading Wisely
  • The Secrets of Power Negotiating

Ford Motor Company

  • Selling to Win
  • Negotiating to Win
  • Supervisors Survival Course


Series 7


Series 66



  • Writing
  • Online Marketing
  • Marketing Strategy
  • Marketing Communications
  • Direct Marketing
  • Email Marketing
  • Financial Planning
  • Financial Markets
  • Financial Advisory
  • Stock Market
  • Economics
  • Economic Research
  • Corporate Branding
  • Brand Communication
  • Management Consulting
  • Speech Writing
  • Sales Management
  • Customer Relations
  • Asset Management
  • New Business Development
  • Business Strategy
  • Problem Solving
  • Customer Service
  • Team Building
  • Compliance
  • Equities
  • Event Planning
  • Public Speaking
  • Coaching
  • Wealth Management
  • Small Business
  • Business Planning
  • Securities
  • Entrepreneur
  • Copywriting
  • Investments
  • Financial Analysis
  • Team Leadership
  • Consultative Selling
  • Leadership Development
  • Investment Strategies
  • Start-ups
  • Social Media Marketing
  • Investment Advisory
  • PowerPoint
  • Microsoft Office
  • Social Media
  • Adobe Creative Suite
  • Cross-functional Team...
  • Human Resources
  • See 35+  See less


The Complete Idiot's Guide to Business Success In Your 20s and 30s(Link)

Penguin Publishing
November 2009

Even in this economy, an outstanding business career for 20- and 30-some­things is possible-and this book can help get them on the fast track to success. It includes: finding motivation; setting goals; networking; how to work with and rise through management; and overcoming specific obstacles.

"Excellent advice and resources for people of any age. It covers all bases. I wish I had been able to have this book when I was in my 20's and 30's so that I could have avoided some serious mistakes."
-Lee Cockerell, Former Executive Vice President, Walt Disney World Operations and author of, Creating Magic...10 Common Sense Leadership Strategies From a Life at Disney

"Robert Sofia is a master at outlining the necessities for business success in your 20's and 30's. He is right on with his advice and tips for those making a go at it in business nowadays. The information available in his book will provide the reader with an incredible source of guidance moving forward."
-Robert Tuchman

"From tips designed to help you find your true passion, to advice on how to become a great leader, the Complete Idiot's Guide to Business Success in Your 20's and 30's contains everything young professionals need to successfully launch their business careers."
-Shawn Graham
Author, Courting Your Career: Match Yourself with the Perfect Job
Director, MBA Career Services, University of Pittsburgh

"Everything you need to know in one terrific book-The down-to-earth MBA that every young (and not so young), aspiring business person needs in today's changing world of work. Buy it, read it, use it!"
-Alan M. Webber
Co-founder, Fast Company magazine
Author, Rules of Thumb: 52 Truths for Winning at Business Without Losing Your Self

Members Only - A Powerful New Way to Grow Your Practice(Link)

Platinum Publishing
September 2011

Although Members Only is written in simple parable style and takes less than an hour to read, it is packed with powerful action points you can use in your own practice right away. It will teach you how to…

- Create a referral stream that will never dry up.
- Position yourself so prospects will line up for your expertise.
- Make your clients feel like the most important people in the world.
- Implement effective marketing strategies without spending a lot of money.
- Create office systems that will help your practice run smoother than ever.
- Leverage the power of exclusivity to attract bigger clients.

Unlike any book you’ve ever read, this short parable is based on scenarios that happen every day in the offices of the world’s top financial professionals. It will open your eyes to what goes on behind the scenes from five different perspectives – the client’s, the prospect’s, the office assistant’s, and the advisor’s. It will explain both the challenges and the rewards of using the Members Only approach in your practice, and will give you the motivation you need to change for the better!

If you’re tired of chasing business and are ready for a real game-changer, this book may just be what you’re looking for!


7 Twitter Mistakes Advisors Make(Link)

Financial Planning
April 2014

Helping Clients in Times of Grief(Link)

Investment News
January 2014

Should You Institute A Minimum Account Size?

Financial Advisor
July 2013

Does Branding Really Matter?(Link)

Financial Planning
May 2013

How to Treat Your Assistant(Link)

Financial Planning
April 2013

8 Ways to Get More Referrals(Link)

Financial Planning
January 2013

Make 2013 Your Biggest Year Yet(Link)

November 2012

The Upside to Failure(Link)

Yahoo Small Business Advisor
February 2012

A New (And Better) Way to Drive Sales(Link)

February 2012

4 Steps to Endless Referrals(Link)

September 2011

The 7 Deadly Startup Sins(Link)

Huffington Post
June 2011

Seven Ways Advisors Can Give Themselves a Raise(Link)

Financial Advisor Magazine
September 2014

Coaching Firms Help Advisors Publish Books(Link)

Financial Planning Magazine
October 2014

Coaching Firms Help Advisors Publish Books(Link)

Financial Planning Magazine
October 2014

Adapt or Die - 5 Ways The Financial Industry Is Evolving And How Advisors Must Adapt to Survive(Link)

Available Through Amazon, Barnes & Noble, iTunes, BAM
August 2014

It's a challenging time to be an advisor. Fail to follow the latest SEC, FINRA, or Department of Labor guidelines and your firm could fire you. Aging clients often mean diminishing account values and fewer opportunities to invest. Younger clients expect you to be as technologically savvy as they are. Commissions are a vanishing species while the costs of doing business are on the rise.

Paradoxically, it's never been a better time to be an advisor...if you have a clear sense of where the industry is today and where it will be tomorrow.

Robert Sofia, Co-founder and CEO of Platinum Advisor Strategies, has written the ultimate guide for advisors seeking to understand the pitfalls and opportunities that coexist in today's rapidly changing financial services environment. Discover in this groundbreaking new book what you must do today...and tomorrow... to insure the future of your financial services firm.

Read it before your competition does!

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