Most advisors and firms invest in lead generation — events, referrals, paid leads, prospecting, or inbound marketing — yet still struggle to make growth predictable.

In this live session, Robert Sofia, CEO and Founder of Snappy Kraken and founder of Jolt!, will present the core frameworks from The Lead Source Playbook and share practical guidance on how to align your business goals with the right mix of lead sources — instead of choosing sources based on hype, habit, or vendor promises.

You’ll learn how different lead source categories actually behave, what each one is designed to do, and how to choose based on outcomes like:

• increasing qualified opportunities,
• improving speed to conversion,
• driving larger households,
• building repeatable pipeline,
• and creating a growth engine that scales.

Robert will also unpack why most lead strategies break down after the lead is generated — and what top-performing firms do differently to turn multiple lead inputs into a single, measurable engine tied to pipeline and AUM.

The session includes live Q&A, with time dedicated to questions submitted in advance.