UPCOMING: LIVE WEBINAR
Beyond Marketing Automation: The Future of Firm Growth
Why Your Marketing Should Support the Way Your Firm Grows
Robert Sofia
Co-Founder & CEO, Snappy Kraken
Wednesday, October 28, 2026 
2:00 PM EST
AI? Expected.
Marketing automation? Essential.
Content, campaigns, and integrations? Required.
But having the right technology doesn't mean it supports the way your firm is built to grow.
Wealth management firms grow differently through acquisitions, recruitment, or organically with centralized, advisor-led, or hybrid marketing models. Your technology should adapt to your strategy, not the other way around.
Join Snappy Kraken for Beyond Marketing Automation: The Future of Firm Growth to explore why the future goes beyond AI and automation to Growth Orchestration, aligning people, processes, and technology to turn growth strategy into execution.
What you’ll walk away with:
- Why wealth management marketing is different: How the structure of your firm shapes your marketing needs.
- Centralized, decentralized, or hybrid? Explore different marketing operating models and how they support different growth strategies.
- How to scale without adding complexity: Support more advisors, teams, and offices while maintaining the right balance of control and flexibility.
- Why marketing automation isn't the whole answer: Understand the difference between automating activities and supporting growth across an organization.
- What Growth Orchestration means for your firm: Discover how aligning marketing technology with your operating model can help turn strategy into execution.
Register for Webinar:
Chris Mediate
Financial Advisor and Director of Marketing,
Mediate Financial Services
“Having Snappy Kraken’s educational content to go off of as an anchor is huge. Because without that, you would have to sit down and come up with all of that content on your own.”
Frequently Asked Questions
Who should attend?
RIA owners, wealth management executives, COOs, heads of marketing, growth leaders, and firms supporting multiple financial advisors.
What is Growth Orchestration?
+Growth Orchestration is about aligning your people, processes, and technology with your firm's growth strategy. It goes beyond automating marketing tasks to help coordinate how growth happens across advisors, teams, and offices.
Will this webinar cover different marketing operating models?
Yes. We'll explore centralized, decentralized, and hybrid marketing approaches, including how firms can balance brand consistency, organizational control, and advisor flexibility.
