LLC Reg 5
UPCOMING WEBINAR: THE 2026 LEAD LIFECYCLE

 

How It All Works Together

 

How CRM, marketing automation, content, integrations, and data align across every stage — turning the Lead Lifecycle into a fully connected, measurable system.

Robert Sofia

Robert Sofia

Snappy Kraken, CEO

Register Now
 Thursday, July 23, 2026  2:00 PM EST
Details:

 

Most firms don’t struggle with ideas, they struggle with connection.

 

Campaigns live in silos, data is fragmented, and follow-up is inconsistent. The result? Missed opportunities and growth that feels harder than it should.

This session brings everything together.

We’ll show how CRM, marketing automation, content, integrations, and data align across every stage of the Lead Lifecycle—transforming it from a set of activities into a fully connected, measurable growth system. 

Because predictable growth isn’t about doing more. It’s about building a system where everything works together.

 

What you’ll learn:

 

  • How each part of your tech stack supports the full lifecycle
  • What a “connected” growth system actually looks like in practice
  • How to track and measure progress across every stage
  • Where breakdowns typically happen—and how to fix them

 

 

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.