2025 was the year of automation. 2026 will be the year of connection.

After a year focused on efficiency and scale, the next evolution in advisor marketing is connection — not just in the data, but through it. Automation and AI now drive context, relevance, and meaning across the client journey. Whether someone is discovering you or has trusted you for years, connected growth ensures every interaction builds trust and moves them closer to becoming an ideal client.

In this special year-end session, Robert Sofia reflects on what the past nine months have taught us about automation, AI, and content—and shows how it all comes together as one connected growth system built to power the modern firm of 2026.

You’ll discover:

• How to Use Technology to Move Leads: See how Smart Growth Suite automates entire journeys, guiding prospects from awareness to booked meetings with less effort and more consistency.
• Connection at Scale: How AI and automation can amplify your personal touch; helping every prospect and client feel seen and understood.
• Data as Your Differentiator: Learn how clean, connected data fuels AI, powers your CRM, and reveals what’s truly driving engagement and conversions.
• See What’s Working Instantly: With AUM Dashboards and real-time insights, you’ll know exactly which campaigns drive pipeline and revenue — no guesswork required.

Advisors who move beyond the data — beyond the zeros and ones — to the story hidden within it will have the real advantage.

🗓️ Register to save your spot!