
UPCOMING: LIVE WEBINAR
What’s New for LPL Advisors: Your Q4 Marketing Update
Fresh LPL marketing data, one-click compliance submissions, a Snappy AI preview, and the brand new Office Hub.
Mike Rinard
Head of solutions marketing, Snappy Kraken
Get a Q4 update on what’s working for LPL advisors and what’s new in Snappy Kraken.
From understanding which marketing strategies are driving engagement to finding easier ways to launch campaigns, this session is designed to help you get more out of your marketing efforts.
We’ll share the latest LPL advisor marketing data, highlight practical opportunities you can apply to your own strategy, and walk through new Snappy Kraken features designed to save time, simplify workflows, and give you better visibility into your results. You’ll also have the opportunity to ask questions and see what’s coming next.
What you’ll walk away with:
- What’s working: Get a mid-Q4 update with the latest LPL advisor marketing results, including easy wins you can add to your own marketing plan.
- Launch campaigns faster: Send campaigns to LPL compliance in one click, without a separate ART upload.
- Close the gaps: Preview how Snappy AI helps you understand campaign results and find gaps in your marketing.
- See the brand new Office Hub: One place to support your advisors. See who needs help and take action fast with this brand new tool for marketers and administrators.
Register for Webinar:

Chris Mediate
Financial Advisor and Director of Marketing,
Mediate Financial Services
“Having Snappy Kraken’s educational content to go off of as an anchor is huge. Because without that, you would have to sit down and come up with all of that content on your own.”
Frequently Asked Questions
Do I need to use Snappy Kraken already?
+No. Current customers and advisors exploring Snappy Kraken are welcome.
Is Snappy AI available to LPL advisors now?
LPL access is still pending approval. This session includes a preview of how Snappy AI works.
Do campaign changes still need LPL approval?
Yes, when review is required. Campaigns can now be submitted through Snappy Kraken. Profile approvals still use ART separately.

