We started Q3 with a question: What can real advisor marketing results teach us about growing an advisory business?
State of Digital + AI 2026 gave us a starting point. From there, we moved into an Action Plan, explored how to prepare for Q4 and introduced Snappy AI to help advisors apply those insights to their own marketing.
Thank you for being part of that journey. Whether you read the research, joined a session, asked a question or tried something new, you helped bring the conversation from findings to action.
What we learned from State of Digital + AI
There’s no shortage of marketing advice. The harder part is knowing where to focus your time and resources. Our research surfaced several findings that can help guide those decisions.
Your website is a critical connection point. Website form submissions increased 110%, reinforcing the importance of making it easy for visitors to understand your value and take the next step. When someone arrives through search, a referral or another source, your website needs to help turn that interest into a conversation.
Connected systems support stronger results. Advisors with a connected CRM saw roughly three to four times more form submissions than those without one. That association underscores the value of connecting your relationships with your marketing so you can communicate consistently and follow up.
More activity doesn’t automatically mean more engagement. Email volume increased 7.3%, while campaign form submissions declined 25.4%. Sending more is only part of the equation. Relevant content, a clear next step and thoughtful follow-up also deserve attention.
Discovery is changing. As people use AI alongside search and referrals, clear information about whom you serve and how you help becomes increasingly valuable. Your online presence should help prospective clients find you and understand whether you’re right for their needs.
Together, these findings point toward a practical priority: make it easy to find you, understand your value and start a conversation—then have a system to keep that relationship moving.
Turning the findings into an Action Plan
Research becomes useful when you can connect it to a decision.
Our Action Plan helped advisors look at their own marketing, identify gaps and choose where to focus.
For one practice, that might mean making the website clearer about whom it serves. For another, it might mean connecting a CRM, improving prospect follow-up or putting a system in place so campaigns keep going during a busy week.
You don’t need to act on every finding at once. Start with the opportunity that matters most to your business and choose a step you can sustain.
Getting ready for Q4
As the year winds down, client needs and business priorities compete for attention. Marketing can easily become something you’ll get back to when things settle down.
Our Q4 preparation sessions focused on making decisions earlier: choosing relevant campaigns, planning follow-up and keeping communication moving through a busy season.
A useful Q4 plan starts with a few practical questions:
- What do our clients need to hear from us before year-end?
- Which prospects would benefit from another conversation?
- What can we prepare now so it doesn’t get lost later?
- Who will make sure the next step happens?
Give each communication a purpose and each response a path forward.
Bringing the conversation into your account with Snappy AI
We also introduced Snappy AI, giving advisors a new way to work through questions about their own marketing.
Snappy AI brings together the activity and results available in your Snappy Kraken account with our marketing research, frameworks and product knowledge. You can ask what’s working, where follow-up may be falling short or which campaigns could support a specific goal.
That connects the broader lessons from our research to the decisions in front of you. For advisors balancing marketing with client work, having a place to explore those questions can make the next step easier to identify.
What will you carry into Q4?
Across the research, Action Plan, Q4 sessions and Snappy AI, we’ve stayed focused on one goal: helping you know what to do next.
As you head into the final quarter of the year, choose one priority.
- Revisit your website through the eyes of a prospective client.
- Put a relevant campaign on the calendar.
- Review what happens after someone expresses interest.
- Or bring a question you’ve been putting off to Snappy AI.
Give that priority to an owner, a next step and time on the calendar.
Thank you for spending part of Q3 with us. Your questions and participation help us understand where you need more clarity and support. We look forward to continuing that work together in Q4.
Ready to take your next step? Explore the State of Digital + AI research, revisit the Action Plan and Q4 sessions, or bring your marketing questions to Snappy AI.
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