FPA Roadshow
EXCLUSIVE SESSION: OHIO CHAPTER

 

From Visibility to Clients: Building a Lead Lifecycle That Converts

 

Discover how to use the Lead Lifecycle to turn new PlannerSearch visibility into real growth.

Robert Headshot Photo

Robert Sofia

CEO, Snappy Kraken


 

DB Headshot 2026

Devon Baker

Chapter Executive, FPA


 

Register Now
  Monday, April 20, 2026  2:00 PM EST
Details:

 

As part of FPA’s partnership with Snappy Kraken, PlannerSearch is evolving to increase visibility for financial planners—creating more opportunities for prospects to find and connect with you.


But visibility alone doesn’t drive growth.


The planners who benefit most will be those with a clear lead lifecycle—a defined process to attract, capture, nurture, and convert those opportunities into clients.


This session will show you how to prepare for what’s coming and how to turn new visibility into real, measurable growth so you’re ready to capture and convert opportunity from day one.

 

What you’ll learn:

 

  • What PlannerSearch means for your visibility and incoming leads
  • The 4 stages of a strong lead lifecycle (Attract → Capture → Nurture → Convert)
  • Why most leads go cold—and how to prevent it
  • How to build a simple, scalable system to follow up and convert
  • How FPA’s partnership is designed to support your growth

 

Register for Chapter-Exclusive Session:
John-Hare

John Hare

CPFA, AIF, Managing Director, Prudent Process

 

“I’m floored by what Snappy Kraken can do. I had been looking for better ways to market my practice. And
I’ve heard ‘No’ so many times before from different marketing companies. I’ve heard it from every angle,
and it gives me peace of mind to know that I can incorporate a well-thought-out marketing strategy into
my practice."

Frequently Asked Questions

Who should attend?

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Anyone responsible for turning leads into clients:

  • Solo advisors who handle their own follow-up

  • Firm owners thinking about conversion at scale

  • Marketing leads building systems for their advisor teams

  • Operations leaders evaluating their lead response process

If leads come into your world and you care about what happens next, this session is for you.

What's the format?

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This is a 45-minute live session: part presentation, part live walkthrough, part open conversation. We'll cover the research, show a real speed-to-lead workflow, and leave time for questions and discussion. Think of it less like a webinar and more like a conversation you'd want to be in the room for.

I'm already a Snappy Kraken client. Should I still attend?

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Yes. Most advisors aren't using speed-to-lead features to their full potential. This session will show you exactly what to activate and how to set it up so your follow-up happens in minutes, not hours. Plus, every attendee gets access to our Speed to Lead ROI Calculator after the session.