Your space for learning, collaboration, and live Q&A
CLOCK IN.
LEVEL UP.
Welcome to Office Hours — your inside look at the ideas, tools, and strategies moving the needle for growth-minded advisors.
Each session is short, focused, and built to help you work smarter, not harder. Together, we’ll explore marketing strategies, content, campaigns, AI, and technology—so you can put it all to work for your business.
HOW OFFICE HOURS WORK
Each session is designed to be interactive and valuable:
10–15 MINUTES OF INSIGHTS
A focused discussion on the scheduled topic.
LIVE DEMO
(When it makes sense)
See the tools and strategies in action.
OPEN
CONVERSATION
Your chance to ask questions, share ideas, and collaborate with our team.
Office Hours aren’t just presentations—they’re a space to learn, engage, and walk away with practical takeaways you can apply right away.
OFFICE HOURS SCHEDULE
Session 1 Thu. OCT 30, 2025 @ 2:00PM ET
End-of-Year Campaigns That Drive Engagement & Referrals
Angel Gonzalez, Head of Advisor Content, Snappy Kraken
Mike Rinard, Head of Solutions Marketing, Snappy Kraken
End the year strong with timely, high-performing holiday content.
Join us for a tour of Snappy Kraken’s newest holiday campaigns and topics — plus an exclusive look at the upcoming editorial calendar for Q4 and early 2026.
You’ll discover:
- New ready-to-launch campaigns designed to drive year-end engagement
- Seasonal topics proven to spark client conversations and referrals
- How to plan ahead and align your marketing with next year’s content themes
Come ready to ask questions, grab ideas, and leave with everything you need to wrap up the year — and start the next one strong.
Session 2 Thu. NOV 13, 2025 @ 2:00PM ET
Measure what matters: A live demo of Snappy Kraken’s brand new AUM Pipeline Dashboard
Jake Lazarus, Product Management Lead, Snappy Kraken
Mike Rinard, Head of Solutions Marketing, Snappy Kraken
See your marketing performance in a whole new light. Join us for a first look at Snappy Kraken’s brand-new AUM Pipeline Dashboard — designed to connect your marketing activity directly to client assets under management.
You’ll learn how to:
- Measure ROI in real dollars, not just engagement metrics
- Track how campaigns impact your pipeline and client growth
- Use insights to optimize future marketing
Bring your questions for a live Q&A with the product team and see how this new dashboard gives you clarity, confidence, and credibility with every campaign.
Session 3 Thu. DEC 4, 2025 @ 2:00PM ET
What Advisors are Asking: Estate Planning Rules, Results, and Real-world Wins
Andres Mazabel, General Manager, Advisors, Trust & Will
Mike Rinard, Head of Solutions Marketing, Snappy Kraken
We heard your questions, and now we’re diving deeper. Join Trust & Will’s Andres Mazabel and Snappy Kraken’s team for a candid discussion about what’s legal, what’s effective, and what’s next in estate planning for advisors.
Session 4 Thu. DEC 18, 2025 @ 2:00PM ET
Cheers to You: A Holiday Celebration for Our Advisor Community
Robert Sofia, CEO, Snappy Kraken
Join us for a special holiday edition of Office Hours with Robert Sofia — a live celebration to thank our advisor community for an incredible year. Expect fun giveaways, a look back at the biggest advisor wins of 2025, and key insights to help you hit the ground running in the new year.
Session 5 Thu. JAN 22, 2026 @ 2:00PM ET
Is ChatGPT talking about you?
Angel Gonzalez, Head of Advisor Content, Snappy Kraken
Discover why Advisor Engine Optimization (AEO) is critical and what steps you can take to prepare.
