
UPCOMING WEBINAR: THE 2026 LEAD LIFECYCLE
Activate & Nurture
This session focuses on timely communication, meaningful content, and structured follow-up that builds confidence before commitment.
Robert Sofia
Snappy Kraken, CEO
Details:
Interest is easy to lose. Once a prospect clicks, downloads, visits, or replies, the real question becomes: what happens next? In today’s client journey, engagement is not just about fast follow-up — it’s about responding with the right communication, the right value, and the right next step while attention is still there.
This session explores how firms can turn early intent into real momentum through timely outreach, meaningful content, and structured nurture.
We’ll look at how trust is built before commitment, where firms often lose good opportunities, and how activate and nurture work together to keep relationships moving forward with confidence.
What you’ll learn:
- How to respond when intent surfaces without losing momentum
- What timely, trust-building communication looks like in practice
- Where firms commonly fall short in follow-up and nurture
- How structured content and outreach build confidence before commitment
Register for Webinar:

John Hare
CPFA, AIF, Managing Director, Prudent Process
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.

