Details:

In our first United Planners webinar, we explored how communication is changing across generations—and why creating meaningful touchpoints with clients and their families is increasingly important.

Now comes the practical part: How do you actually do it?

What should you send? Who should receive it? How do you stay connected consistently? And how do you know when someone is becoming more engaged?

Join Snappy Kraken for The How of Better Marketing, where we'll move from strategy into execution.  We'll show real examples of how advisors can segment their audiences, communicate with different generations and client groups, automate ongoing nurture, and use engagement data to better understand what should happen next.

You'll also get a look at content, campaigns, dashboards, and AI tools already available within Snappy Kraken—so you can see how these ideas can be put into practice.

What you’ll walk away with:

• How to segment clients, prospects, and families so your marketing is more relevant.
• How to use existing content and campaigns to connect with younger generations, business owners, pre-retirees, and other audiences.
• How automated nurture can help you maintain meaningful touchpoints over time.
• How to use engagement signals to understand when someone may be ready for a more personal conversation.
• How AI can help you create, personalize, and identify the next step in your marketing.