UPCOMING LIVE WEBINAR
Essential Marketing Tools for Growth: How Advisors Can Compete—and Win—in Today’s Digital Market
The days of relying solely on referrals, seminars, and newsletters are over.
Today’s investors expect personalized, tech-driven engagement—and they’re willing to switch advisors if they don’t get it. But most independent advisors aren’t marketers, and running campaigns across email, social, websites, and text can be overwhelming.
In this webinar, Robert Sofia, CEO of Snappy Kraken, will reveal how the Modern Growth Tech Stack empowers advisors to deliver consistent, compliant, and personalized marketing without adding more work.
You’ll discover how to:
- Use automation to respond instantly to new leads—boosting conversion rates by as much as 900%.
- Deploy multi-channel campaigns that make you visible everywhere clients and prospects engage.
- Personalize outreach at scale with dynamic segmentation, so every client feels remembered and valued.
- Reclaim hours each week by letting technology handle repetitive tasks—while you focus on client relationships.
You’ll walk away with a clear roadmap for competing (and thriving) in a digital-first era—where technology isn’t just a marketing tool, but the engine of advisor growth.
🗓️ Register to save your spot today.