Episodios
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Imagine this: Deep trust, unmatched value, and clients who can’t stop talking about you.
It’s time to ditch the awkward ask and start attracting new clients without even asking.
There’s no one better to show us the way than Bill Cates, The Original Referral Coach.
With decades of experience, Bill is a renowned expert in client engagement and referral marketing, known for helping financial advisors grow their businesses organically without the need for traditional sales tactics.
In this special episode, Robert & Bill peel back the curtain on how advisors can generate referrals from clients without even asking, why the first 90 days with a new client are absolutely critical, and how to host events that get clients talking about you, in the best possible way.
And that’s just the start!
Why the first three months with a new client can make or break your referral pipelineHow to generate referrals without ever mentioning the word "referralThe type of content that turns engaged clients into your best referral sourcesHow to transform your onboarding process into a relationship-building powerhouseAnd the MANY strategies Robert and Bill share that are data-driven and proven to deepen client relationships and generate referrals
We Explore:Links to Check Out:
WATCH the full video webinar HEREGet access to Bill’s FREE Referral ResourcesListen to Bill’s Top Advisor PodcastThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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What if someone told you they could make the economy, markets, and fiscal policy not just understandable, but downright engaging?
Introducing Kyla Scanlon, an economic commentator and Bloomberg contributor, who has mastered the art of simplifying complex topics with a human touch.
In a world where these topics are often labeled as dry or boring, Kyla cuts through the noise, distilling complex concepts into bite-sized, relatable content that’s attracting audiences.
In this episode, we dive deep into Kyla's methods for making finance fun. From her knack for turning dry data into compelling stories to her ability to speak to her audience instead of at them, she shares her process that has earned her a devoted following.
And here's the kicker: financial advisors, take note. Kyla’s approach isn’t just entertaining—it’s educational.
We'll share how you can use these techniques to command attention, connect with your clients, and communicate what truly matters.
We Explore:
Why “boring” is not in Kyla’s vocabulary when it comes to financeHow Kyla manages to create daily finance videos without sacrificing quality or accuracyThe unconventional method to overcome the fear of being on cameraHow to transform your financial expertise into engaging, relatable contentAnd the ONE strategy Kyla wants you to steal that’s the key to unlocking deeper connections with clients by tapping into their natural curiosityLinks to Check Out:
Kyla’s Book, “In This Economy? How Money and Market Really Work.”Check out Kyla’s YouTube ChannelJoin Kyla’s NewsletterListen to Kyla’s PodcastConnect with Kyla on XThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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How many Elton Johns are there in the world?
Just one.
How many financial advisors like you?
Our guest today will reveal how you can stand out in your industry and become the rockstar of your financial practice.
Meet Matt Ackermann, Chief Content Officer at Integrated Partners. Matt is dedicated to showcasing the talents of over 200 financial advisors and thought leaders within the firm.
With over 25 years in wealth management, Matt has a knack for creating content that not only informs but also engages and inspires.
In this episode, you’ll get a backstage pass to Matt’s fresh perspective on practice management by drawing parallels between the methods famous musicians use to perfect their craft and the strategies advisors can implement to enhance their own practices.
Why your brand needs to dance to its own tune (literally)—and how it makes you the star of your practiceThe surprising truth about the "helper mentality" and how it can set your brand apartUnderstanding the art of blending empathy and branding for maximum impactLearn the secrets used by legendary artists that can help you structure your practice for success and unstoppable growthAnd the ONE strategy Matt wants you to steal that ensures you'll showcase your brilliance while being entertaining
We Explore:Links to Check Out:
Matt’s book, “Center Stage: How to Become the Star of Your Practice.”Matt’s podcast, “Perfectly Integrated.”Connect with Matt on TwitterThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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Artificial intelligence is ubiquitous.
The pressure to adapt to AI-driven trends can be overwhelming, making it easier to rely more on AI for our creative processes.
Despite the pressures, there's a strong case for holding onto creative authenticity.
Leading the charge on protecting artistic integrity is none other than Snappy Kraken’s own Creative Director, Lindsay Pearson.
Her passion and desire to protect Snappy Kraken and the broader creative industry led us to having her on the show.
In this episode, we chat about the world of artificial intelligence and its impact on the creative industry, how to use AI tools for image generation and content creation while maintaining ethical standards, and the benefits, challenges, and future implications of AI in design.
We Explore:
Why AI is a double-edged sword no matter the industryHow to ethically use AI tools for brainstorming and ideationUnderstanding the fine line between inspiration and imitation in AI-generated artHow to strike the right balance between AI assistance and human creativityAnd the ONE strategy Lindsay wants you to steal for better AI prompting during brainstormingLinks to Check Out:
See how Snappy Kraken is using AI to help financial advisors go from idea to finished email in minutesDiscover more about Snappy Kraken’s AI featuresThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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In this very special episode of Steal My Strategy, we're republishing, with permission, a webinar featuring Robert Sofia, CEO of Snappy Kraken, who joined as a guest with Sean Brown, CEO of YCharts.
They discussed and revealed key takeaways from YCharts' 2024 Advisor-Client Communication Survey.
It was too good not to share.
To follow along with the presentation you can DOWNLOAD THE FREE REPORTS:
YCharts' 2024 Advisor-Client Communication Survey: https://go.ycharts.com/2024-advisor-client-communication-surveySnappy Kraken’s 2024 State of Digital Report: https://snappykraken.com/state-of-digitalWe Explore:
Navigate evolving client communication expectations amidst market shifts.Implement top-tier communication tactics to fortify client retention and spark referralsHow to harness YCharts’ latest research and Snappy Kraken’s State of Digital report to tailor a client-centric approach for impactful AUM growthAnd the MANY Strategies Sean & Robert deliver that are data-driven and proven to deepen client relationships and drive engagementLinks to Check Out:
WATCH the recording here: https://www.youtube.com/watch?v=h0lMvo7ZoFY Stay Up-to-Date on All Future YCharts Webinars: https://go.ycharts.com/webinarWant to see how YCharts can enhance your investment research? Get started with a Free 7-Day Trial here: https://tinyurl.com/ysrdy97kFollow YCharts on social media: https://x.com/intent/follow?screen_name=ychartsThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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One of the most effective marketing tools is the positive experiences of your clients.
Potential clients trust firsthand satisfaction, making the experiences of others invaluable for building long-lasting, meaningful relationships.
Brian Thorp, CEO of Wealthtender, is revolutionizing how people connect with financial advisors and gain access to invaluable financial education.
They've introduced the industry's first SEC-compliant online review platform for advisors. A groundbreaking feature that ensures consumers can trust the reviews and ratings they read, making it easier than ever to find the right advisor to meet their unique financial needs.
In the episode, we dive into how financial advisors can leverage client reviews to enhance their online presence and credibility while staying compliant with SEC regulations.
How to navigate the landscape of online review platforms—from Yelp to Google and your own advisory siteThe practical steps and strategies to leverage the opportunities presented by the new ruleUnderstanding the potential consequences of not pursuing client reviewsHow Wealthtender’s Certified Advisor Reviews are designed with SEC compliance in mindAnd the ONE strategy Brian wants you to steal that will help advisors create an emotional connection with prospects online
We Explore:Links to Check Out:
Online Reviews Playbook: Instantly download this step-by-step playbook to help you compliantly turn testimonials and endorsements into an evergreen source of digital referrals.Testimonial Marketing Success Story: United Financial Planning Group: Learn how UFPG: Won a $1.5M client over nearby advisors with help from their online reviews Converted a prospect who found their reviews in a Google searchIncreased their marketing ROI with client testimonials.Your Google Business Profile: Tips & FAQs for Financial Advisors:Get tips and answers to FAQs about Google Business Profiles and Google Reviews for financial advisors and wealth management firms.Wealthtender WebsiteThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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One overlooked factor determines whether artists fizzle out or skyrocket to stardom: superfans.
Every successful artist, performer, and organization all have a loyal fan base.
Lucky for us, our guest today is a superfans expert.
Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker who has delivered keynotes across the globe to organizations including American Express and the United Nations.
She has worked with some of the world’s biggest brands and entertainers, including Walmart, Disney, Katy Perry, and Dolly Parton, Taylor Swift, Dolly Parton, and Mötley Crüe.
In this episode, we chat about crafting the ultimate client experiences, finding your unique story, and the strategies that advisors can use to turn clients into super fans.
We Explore:
Why Customer Service (CX) is the hidden key to business successHow to master the art of making every customer touchpoint a moment of genuine care and connectionHow to shift your focus from short-term gains to long-term customer relationships for sustained business growthThe BEST way to ask for referrals in a way that feels genuine and empoweringAnd the ONE strategy Brittany wants you to steal that’s a sure fire way to turn your customers into super fans➡️ Grab Brittany’s FREE Customer Experience Resources HERE!
FREE Resources include:
How to Write Your Bio Guide Gifting GuideScripts for Asking for ReferralsThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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Embrace curiosity.
Staying curious and asking questions can unlock meaningful change in the relationships around you.
Renowned for his expertise in client-centered communication, Dan Solin brings a wealth of knowledge backed by scientific research to today’s episode.
Dan is the New York Times bestselling author of the Smartest series of investing books, Ask: How to Relate to Anyone, and The Smartest Sales Book You'll Ever Read.
In this episode, we chat about and dive deep into the actionable strategies advisors can use to enhance their communication skills and forge deeper connections with clients and prospects.
How the “Solin Process”, an evidence-based process created by Dan, has improved the conversion rates of hundreds of advisors and generated over $1.5 billion in AUM. Why being the most INTERESTED person in the room is far better than being the most INTERESTING personThe advantages of being an introvert in sales and service rolesUnderstanding the more you empower the other person to talk about themselves, the healthier your relationship will beAnd the ONE strategy Dan wants you to steal that will eliminate the “Battle of the Agendas” in any prospect meeting
We Explore:Links to check out:
Dan’s WebsiteDan’s NEW book, Wealthier: The Investing Field Guide for MillennialsA list of all of Dan’s BooksThis episode was brought to you by: snappykraken.com helping advisors create meaningful connections that drive business.
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Your voice matters.
Especially in the workplace.
Stephen Shedletzky—or “Shed” to his friends— helps leaders make it safe and worth it for people to speak up.
For more than a decade, Shed contributed at Simon Sinek, where, as Chief of Staff and Head of Brand Experience, Training & Product Development, he led a global team of speakers and facilitators.
A sought-after speaker, coach, and advisor, Shed has led hundreds of keynote presentations, workshops, and leadership development programs around the world.
In this episode, we chat about the secrets behind igniting leadership brilliance and fostering psychological safety in the workplace.
We explore:
How our environments can pressure us into being unethicalWhy having a speak-up culture fuels innovation, transparency, and collaboration.How to create an environment where clients feel comfortable speaking up about their financial concerns, goals, and worriesThe techniques Shed uses for building trust and rapport with clients, colleagues, and teams, enhancing collaboration, communication, and mutual respectAnd the ONE strategy Shed shares that is the foundation for true effective leadershipLINKS to check out:
Shed’s WebsiteShed’s Book “Speak Up Culture: When Leaders Truly Listen, People Step Up”Connect with Shed on LinkedInShed’s YoutubeThis episode was brought to you by: snappykraken.com helping advisors create meaningful connections that drive business.
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Generating fresh leads is essential to growing a financial firm.
But how do you actually do it?
In most cases, it takes months and years to build lead-gen systems that really work.
But you can shortcut that timeline by learning from advisors who have already done it.
In this special episode, Robert Sofia interviewed 3 advisors who generate 50-200+ leads per month and asked them to share their secrets.
Guest List:
Jennifer Lawson | Director of Client Experience, Russell Total Wealth & WellnessChristopher Mediate | President & Financial Advisor, Mediate Financial Services, Inc.Patrick Strubbe | Founder & Managing Partner, Preservation Specialists, LLC.We Explore:
How they consistently fill their pipeline with fresh leads, 24/7The follow-up systems used to convert leads into booked appointments and clientsThe highest converting traffic sources for lead gen in 2024 (and the ones to avoid at all costs)And so much more!Links to Check Out:
Download your copy of the 2024 State of Digital ReportThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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Keeping the train going, host Robert Sofia and Snappy Kraken CMO, Angel Gonzalez, continue to break down the State of Digital 2024.
The largest and most comprehensive data analysis on advisor marketing…ever.
In this episode, we discuss why advisors need to be comfortable using video in 2024, the marketing campaigns that delight and deepen relationships with clients, and the data behind text message marketing.
Is your firm leading the curve, or lagging behind?
DOWNLOAD YOUR COPY of the 40-page report.
We Explore:
What key industry leaders are saying about video marketing.How advisors can unlock the power of video to build ultimate credibility across social platforms.How advisors can “inspire” their clients in ways that deepen relationships.The unfortunate ways that lead advisors to become “one-trick-ponies” and the strategies to avoid them.The single word you can add to your email subject lines that doubles open rates.This episode was brought to you by: snappykraken.com helping advisors create meaningful connections that drive business.
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Let’s jump right back in!
Snappy Kraken has just unveiled the most extensive data analysis on advisor marketing to date.
Join host Robert Sofia and Snappy Kraken CMO, Angel Gonzalez, as they break down the 40-page report in this exciting new series.
In this episode, we chat about the top 5 performing marketing campaigns and why they work, the strategy behind email performance, and the subject lines that get the highest open rates.
Is your firm leading the curve, or lagging behind?
Download your copy now to see how your firm measures up.
We Explore:
Why blasting your newsletter to EVERYONE is actually hurting your business.The trust-building factors you need to think about when sending communications to your audience.A Google Trends “marketing hack” to influence content that will resonate with audiences.Why “clickbaity” email subject lines crush your credibility and what you can do to avoid the spam folder.And the one mindset shift advisors must make to build strong, meaningful relationships.This episode was brought to you by: snappykraken.com helping advisers create meaningful connections that drive business.
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State of Digital is BACK!
Snappy Kraken has just unveiled the most extensive data analysis on advisor marketing to date. Join host Robert Sofia and Snappy Kraken CMO, Angel Gonzalez, as they break down the 40-page report in this exciting new series.
In this episode, we’ll explore the key strategies for advisors to expand their audience effectively.
Is your firm leading the curve, or lagging behind?
Download your copy now to see how your firm measures up.
We Explore:
The major differences between building an audience and a community.Which traffic sources are the best for getting eyeballs on your content.The 4 sure-fire ways advisors can use SEO to get better resultsAnd the one critical thing advisors can do right now, to see a 400% increase in opt-ins.This episode was brought to you by: snappykraken.com helping advisers create meaningful connections that drive business.
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Branding, in a word, is a story, and personal branding is YOUR story.
It doesn't matter what the industry; you're brand is the key to differentiating yourself from everyone else.
There's no one better to help hone in on building your brand than Ramon Ray.
Ramon is an in-demand motivational speaker and event host; and a leading expert on personal branding and small business growth.
He was even invited to the White House to speak about personal branding to the staff of the Executive Office of the President.
In the episode, we chat about branding, building credibility, and getting attention from your target market on social media.
We Explore:
Why it’s important to build relationships before offering the sales pitch.How to create the perfect “One-liner” for potential leads.Why focusing on making your current client base “super happy” is better for your business.The key differences between customer service and customer experience.Why you shouldn’t underestimate the simple tools of email and business cards.And the ONE strategy to secure meaningful client interactions for your business.Links to Check Out:
Check out Ramon’s book - “Celebrity CEO - How Entrepreneurs Can Thrive By Building a Strong Personal Brand.”Ramon’s WebsiteSee Ramon Speak at the Jolt! Conference in Las VegasFollow Ramon on TwitterFollow Ramon on FacebookThis episode was brought to you by: snappykraken.com helping advisers create meaningful connections that drive business.
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For the first time, we have a multi-guest appearance to deliver an organic, insight-driven discussion.
Today's episode shakes up the format a bit, but I promise it'll be full of big ideas and even BIGGER takeaways you can use in your business.
First, there's Patrice Kelly, Chief Creative Officer at Snappy Kraken.
She's been the strategic driving force behind Snappy Kraken's branding and an award-winning designer behind their marketing campaigns.
Also, welcome back, Andrew Davis.
He's a best-selling author & keynote speaker who's built and sold a digital marketing agency, produced for NBC, and has even worked for The Muppets.
Andrew and Patrice will share the spotlight in a conversation about the importance of design and creativity to get the RIGHT attention, how being true to yourself leads to greater success, and why design should be a part of your story from day one.
We Explore:
Why it’s better to start with “One Big Idea” than to start small and build on it.How to celebrate being different without feeling uncomfortable in your industry.What “Where’s Waldo” teaches financial advisors about how to stand out and get noticed.Understanding the subconscious behavior of “Twinning” and how you can avoid it.And the one strategy Patrice & Andrew want you to steal that will help you overcome the hesitancy of taking risks.Links to Check Out:
Andrew’s WebsitePatrice’s Award-Winning Marketing CampaignsLing’s CarsAndrew’s YouTube Channel -
Branding is powerful.
It influences behavior, builds credibility, gives you or your business a unique identity that aligns with your audience's values, and ultimately grows a community of loyal, raving fans.
In this bonus episode of the Steal My Strategy Podcast, we've uncovered a discussion host Robert Sofia had with Brittney Castro during a recorded webinar.
Brittney is a Certified Financial Planner, speaker, host, and brand ambassador.
She's worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, and more.
Together they peel back the curtain on the importance of branding, Brittney’s secrets for maintaining a unique identity, and where financial advisors can start to cement their brand into the minds of their audience.
We explore:
The 2 things you can do RIGHT NOW to build a powerful brandWhy consistency matters most to building a ubiquitous brandHow to “never drop the ball” with your marketingThe surprisingly simple ways to increase the production value of your videosWhy “niching yourself” makes you stand out from everyone elseThe “not-so-serious” approach to social media marketing that drives more engagementLinks to Check Out:
Brittney’s WebsiteConnect with Brittney on InstagramConnect with Brittney on TwitterRobert’s book: Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the WorldThis episode was brought to you by:
Snappykraken.com, helping advisors create meaningful connections that drive business.
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We bring you another special episode of Steal My Strategy, where we're republishing an episode of the Conquer Risk Podcast with permission.
A weekly show created and hosted by our friends over at Potomac Fund Management.
The Conquer Risk Podcast is a suite of distinct shows that take an intelligent and irreverent approach to conquer financial advisors' many challenges.
In this episode, Potomac Fund's Chief Marketing Officer, Christopher Norton, interviews Patrice Kelly, Chief Creative Officer of Snappy Kraken.
They break down creativity, how to develop it and look outside the industry for inspiration.
The insights they shared aligned with the theme of our show and it would be a crime not to share.
They explore:
How "non-creatives" can flex their creative muscles. You'd be surprised how easy it can be.Why "turning off your brain" can help you be more creative.Learn the process of brainstorming that can help you find your core message.How to relieve yourself from the pressure of being creative.The surefire way to unlock a pool of endless inspiration.And so much more!Links to Check Out:
Learn more about Potomac Fund ManagementYouTube ChannelConnect on TwitterConnect on LinkedIn -
Today’s debate: “culture.”
Is it a meaningless buzzword or a value-driven, transformational environment for employees?
Our guest Colin Cerniglia helps discern what separates a culture of excellence from misaligned, robotic organizations.
Colin is the Talent Acquisition Manager at Snappy Kraken.
With his passion and expertise in the sports industry, Colin is a leader in adapting strategies and coaching techniques that can be used in business.
He shares powerful stories from the Yankees that illustrate the crucial elements of excellence that can lead to trust and transformation.
We Explore:
The same techniques the Yankees use teach us about powerful leadership and building strong teams.Why staying proactive in the hiring process, even during slow-downs, is beneficial for your business.How to set proper expectations when starting or maintaining a podcast.The secret behind some of Snappy Kraken’s own recruiting processes.Learn the hardest thing that plagues almost all businesses and how to overcome it.And the one strategy Colin wants you to steal that instantly aligns you with your employees.Links to Check Out:
Colin’s WebsiteColin’s Book: Culture of Excellence: What We Can Learn from the Yankees About Leadership.Colin’s YouTube ChannelThis episode was brought to you by: snappykraken.com helping advisors create meaningful connections that drive business.
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As technological innovation continues to propel us into the future, it’s getting harder to stay human.
Especially when it comes to connecting with your clients and prospects.
Luckily, there’s hope thanks to the help of technology strategist and certified futurist, Crystal Washington.
Crystal works with organizations that want to leverage technology to increase profits and productivity. Working with companies including Google, Microsoft, GE, and others in the USA, Africa, and Europe.
In the episode, we chat about blending digital and real-world tactics to increase the value of your brand, simplifying the complex web of social media, and where the future of social media is headed
We Explore:
Why “spying” on your clients and prospects can actually better your business.The key to mastering technology without feeling overwhelmed.Understanding how trends impact businesses across industries and how advisers can adapt in the long term.The key to showing up stronger and more often on Google and YouTube.Practical tips for using technology to build and maintain strong client connections without sacrificing the personal touch.How to use technology to influence your client pool to skyrocket referrals.And the one strategy Crystal wants you to steal to catapult your client relationships to raving fan status.Links to Check Out:
Crystal’s WebsiteConnect on TwitterConnect on YouTubeCrystal’s Book: One Tech Action: A Quick-and-Easy Guide to Getting Started Using Productivity Apps and Websites for Busy ProfessionalsCrystal’s Second Book: The Social Media WHY: A Busy Professional's Practical Guide to Using Social Media Including LinkedIn, Facebook, Twitter, YouTube, Pinterest, Google+ AThis episode was brought to you by: snappykraken.com helping advisers create meaningful connections that drive business.
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No, we can’t literally read minds, but what we can do is read people to understand their emotions, desires, and needs.
It boils down to one thing, empathy.You are making yourself vulnerable, putting yourself in their shoes, and asking the right questions.
That empathy leads to deeper connection advisers crave because your audience feels like you understand them.
As if you’re reading their mind.
Your clients and prospects are desperately looking for someone who understands them.
A good communication strategy depends heavily on how well you can connect with them.
Here are 5 Strategies to Understand and Connect with your Target Audience Better.
Guest List FULL Episodes:
Adam BensmanBrandon VossSteve SimsEkaterina WalterRobert SofiaThis episode was brought to you by:
snappykraken.com helping advisers create meaningful connections that drive business.
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