Enterprise leaders face a unique challenge: delivering consistent, compliant, and effective marketing across a distributed advisor network—while still empowering advisors to connect authentically with clients.

Without the right framework, growth stalls under the weight of fragmented tools, inconsistent adoption, and limited visibility.

In this session, Robert Sofia, CEO of Snappy Kraken, will introduce the Modern Growth Stack—an enterprise-ready framework that unifies automation, personalization, analytics, and compliance oversight. 

You’ll learn how firms are:

• Driving advisor adoption with campaigns that are turnkey but still personalized.
• Gaining firm-wide visibility with dashboards that tie campaigns directly to leads, pipeline, and AUM growth.
• Protecting the brand and reducing compliance risk with centralized guardrails.
• Unlocking ROI by replacing fragmented tools with a single enterprise growth engine.
• Recruiting and retaining top advisors by offering modern marketing support that differentiates your firm in a competitive talent market.
  

For CMOs, Heads of Marketing, and Growth Officers, this session offers a roadmap for scaling advisor marketing from one-off efforts to an enterprise-wide system that fuels measurable growth—while strengthening your ability to attract and keep high-performing advisors.

🗓️ Register to save your spot today.