UPCOMING WEBINAR

New Bill. New Opportunity: Use Changing Laws to Attract HNW 

Big policy shifts don’t just make headlines—they open doors. The latest legislation dramatically increases the lifetime gift tax exemption and creates new pathways for tax-free business exits, charitable giving, and legacy planning. It’s tailor-made for high-net-worth (HNW) clients—and it’s a golden moment for advisors who act fast.

In this webinar, we’ll show you how to turn this breaking news into a high-impact lead generation opportunity—and use it to deepen client relationships, increase retention, and spark referrals.

You’ll get a first look at Snappy Kraken’s Big Beautiful Bill Campaign, along with targeted HNW investor content that positions you as the go-to expert.

What You’ll Learn:

  • How the new law impacts HNW clients (and why they care)
  • The messaging playbook for turning complexity into conversations
  • Why timing is everything—and how to capitalize on the first-mover advantage
  • How to launch the campaign with Snappy Kraken in minutes, not weeks

Bonus: Get a sneak peek into upcoming campaigns that can be launched in minutes—without a time-consuming process.

🗓️ Join us on the 28th to see why being ready is the game-changer—and how Snappy Kraken keeps you ready for what’s next.

Register for the webinar on July 28th @ 2pm ET

Robert Headshot Photo

MEET THE HOST: ROBERT SOFIA

Robert Sofia is the Chairman and CEO of Snappy Kraken, the most awarded marketing platform for financial advisors. With nearly two decades of experience, he has worked with thousands of financial services companies and authored four books, including the bestseller Blend Out – How Advisors Can Market Like The Greatest Brands In The World. His insights have been featured in Forbes, INC, and The Wall Street Journal.

 

A dynamic public speaker, Robert has delivered hundreds of keynotes and presentations for major organizations such as Ford Motor, Adobe, TD Ameritrade, and Schwab. Renowned for his expertise in marketing and branding, he continues to shape the way financial advisors connect with their audiences and grow their businesses.