FPA Roadshow
EXCLUSIVE SESSION: SILICON VALLEY CHAPTER

 

A Smarter Growth System for FPA

 

What’s Changing with Planner Search and How to Turn it into Client Growth

Mary Rose-1

Mary Rose Eagan

Head of Partnerships, Snappy Kraken


 

Davalos Kate photo

Kate Davalos

Chapter Executive, FPA

Register Now
  Thursday, May 28th, 2026   1:00 PM PST
Details:

 

FPA has partnered with Snappy Kraken to rebuild PlannerSearch from the ground up — transforming it from a static directory into a lead generation engine that actively connects consumers with financial planners like you.

More visibility is coming. The planners who benefit most will be the ones who already have a system in place to capture and convert those opportunities.

Join us for this exclusive chapter session to see exactly what’s changing — including a live look at the new PlannerSearch — and learn how to turn that visibility into real client growth at every stage of your practice.

 

What you’ll learn:

 

  • What the PlannerSearch rebuild means for how prospects find and choose you
  • Why more visibility doesn’t automatically lead to more clients — and what does
  • How to identify where your growth is stalling and what to do about it
  • What Snappy Kraken does and how it supports your specific growth stage
  • How the FPA–Snappy Kraken partnership is designed to help members grow

 

Register for Chapter-Exclusive Session:

Kris Beaulieu

FPA Member, Financial Advisor, Clarity Financial Group

 

“I’ve used Snappy Kraken for about 2 years now after using other companies. I love that there is such a variety of content to pick from, and I can add my own voice or supplemental info before sending to compliance and then to clients. I also get much more positive client feedback from the Snappy Kraken material than I ever did with other marketing or newsletter materials."

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.