2026 Marketing Trends for Financial Advisor Firms_Reg Hero
UPCOMING WEBINAR: THE 2026 LEAD LIFECYCLE

 

Understanding the Modern Client Journey

 

This session isn’t about fixing what’s broken. It’s about understanding what’s changing — and strengthening the parts of your growth system that matter most.

Robert Sofia

Robert Sofia

Snappy Kraken, CEO

Register Now
 Thursday, March 19, 2026  2:00 PM EST
Details:

 

The way clients discover, evaluate, and choose advisors continues to evolve.

 

They research more independently. They move more quietly. They ask AI. They compare experiences. They look for signals of credibility, alignment, and consistency before they ever book a meeting.

 

The 2026 Lead Lifecycle provides a clear view of how clients find and engage advisors today — from first visibility to long-term relationships — and how technology, content, and communication work together to support each stage.

 

This session sets the foundation for the series. In the weeks that follow, we’ll go deeper into each stage — helping you apply the framework in practical, measurable ways.

 

What you’ll learn:

 

  • What’s happening across the modern client journey
  • Where firms often lose momentum or clarity
  • How each stage of the lifecycle connects
  • Where to strengthen your systems to stay aligned

 

 

Register for Webinar:
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 this webinar?

+

This session is built for advisors and those who support them — from admin, marketing, and growth executives — this webinar provides a strategic lens on how modern clients discover and choose advisory firms.

Is this webinar part of a series?

+

Yes — this webinar kicks off a multi-part series that breaks down each stage of the 2026 Lead Lifecycle and shows you how to apply it in practical, measurable ways.

I have Snappy Kraken, should I attend this webinar?

+

Yes, especially if you’re using Snappy Kraken! This session (and the full series) will show you how to use your existing tools to intentionally build out each stage of your lead lifecycle so your marketing works as a connected growth system, not a set of isolated campaigns.