The best advisors build relationships. The best AI helps them do it faster—with less effort.

Strong relationships drive growth—whether it’s deepening trust with existing clients or turning prospects into engaged future clients.

But staying consistently connected, personalizing outreach, and following up at scale takes time—time most advisors and marketing teams don’t have. What if AI could do the heavy lifting?

In this exclusive live webinar, Snappy Kraken CEO Robert Sofia will break down how top advisors and marketing teams are leveraging AI to personalize marketing, automate engagement, and drive more growth—without adding more to their workload.

You’ll get practical, real-world AI use cases, a behind-the-scenes demo of Snappy Kraken’s AI tools, plus a free AI-powered Ad Copy Grader tool to ensure compliance in your marketing.

What you'll learn:

• The AI marketing tactics top advisors are using now. See real-world examples of how AI helps advisors identify their hottest prospects, send personalized follow-ups, and build trust faster.
• Where AI gives you an edge—and where it doesn’t. Understand the difference between generative AI and AI-enhanced tools, when to use each, and how to avoid common pitfalls like generic content and compliance risks.
• AI and compliance: What every advisor should know before hitting send. AI makes marketing easier, but is it safe for financial services? See the Financial Services Ad Copy Grader in action and learn how it flags compliance risks before they become a problem.

🚀 BONUS: All attendees will also receive exclusive access to Snappy Kraken’s AI-powered Ad Copy Grader–your personal compliance safety net for AI-generated content.