Registration - 3EasySteps
UPCOMING: PARTNER WEBINAR

 

Marketing Made Easier:

3 Practical Ways to Grow Your Business

 

Your next opportunity may already be within reach. Learn how to stay connected, build on referrals, and make marketing a more consistent part of growing your business.

Mary Rose-1

Mary Rose Eagan

Head of Partnerships, 

Snappy Kraken

Austin Gross

Austin Gross

Marketing Coordinator & Due Diligence, Geneos Wealth Management Inc.

  Wednesday, Nov 18, 2026   3:00 PM EST
Details:

 

Finding time for marketing isn’t always easy. And knowing where to focus your efforts can be just as challenging.

At the recent Geneos national conference, we heard three common themes from advisors:

“I’m doing some marketing, but not consistently.”
“Most of my business comes from referrals.”
“Marketing just hasn’t been something I’ve focused on.”

Sound familiar?

Join Snappy Kraken for an exclusive Geneos webinar where we’ll explore these challenges and share practical ways to overcome them.

You’ll learn how to stay connected with clients and prospects, build on the referral relationships already driving your business, and take the next step toward more consistent marketing—wherever you're starting from.

 

What you’ll walk away with:

 

  • How to market your business consistently without spending hours doing it
  • How to build on your existing referral relationships to create more opportunities
  • Where to focus your efforts if you haven't done much marketing
  • How ready-to-use content, campaigns, and automation can make it easier to put these ideas into practice

Register for Webinar:

Mike Milligan

Mike Milligan, CFP®

Financial Advisor, 1.oak Financial

 

“The key is to be present when a prospect is ready to make a decision. It doesn’t mean you’re winning the business. It just means you’re in the game.”

Frequently Asked Questions

Who should attend?

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Geneos advisors who want to grow their businesses through more consistent marketing, whether they're just getting started, relying primarily on referrals, or looking for ways to make their current efforts more effective.

Do I need to have attended the Geneos conference roundtables?

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Not at all. We'll share the common challenges we heard and practical ways to address them, so everyone can benefit from the conversation.

Will this be a product demonstration?

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We'll focus on practical marketing ideas and show examples of how Snappy Kraken can help you put them into practice.