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UPCOMING: LIVE WEBINAR

 

Turn the 2026 Benchmarks Into Your Next 90 Days of Marketing

 

Build a practical action plan for what to launch, connect, and improve next inside Snappy Kraken.

Mike Rinard Headshot-1

Mike Rinard

Head of solutions marketing, Snappy Kraken

Jake

Jake Lazarus

Head of Product, Snappy Kraken

Register Now
 Thursday, Aug 27, 2026  2:00 PM EST
Details:

 

The 2026 State of Digital & AI Report reveals how advisor marketing is evolving across AI discovery, websites, CRM, lifecycle campaigns, email engagement, and execution. But benchmark data is only valuable if you know how to act on it.

In this Office Hours session, we will help you turn the report findings into a practical 90-day marketing action plan. We will walk through the Action Plan, help you identify where your marketing system may be stalling, and show how to choose what to prioritize next, whether that is lead generation, website conversion, referral activity, seasonal planning, or stronger execution support.


You will also get a sneak peek at Snappy AI, a brand-new experience designed to help advisors and teams find their next step inside Snappy Kraken without needing to become marketing experts, platform experts, or AI experts.

 

What you’ll walk away with:

 

 

  • Benchmark how your current marketing system stacks up against top firms
  • Choose the next campaign, channel, or lifecycle layer to prioritize
  • Map one decision moment into a simple 90-day campaign plan
  • Get a sneak peek at Snappy AI and how it can help surface relevant guidance and next steps inside Snappy Kraken

 

 

 

Register for Webinar:
John-Hare

John Hare

CPFA, AIF, Managing Director, Prudent Process

 

“I’m floored by what Snappy Kraken can do. I had been looking for better ways to market my practice. And
I’ve heard ‘No’ so many times before from different marketing companies. I’ve heard it from every angle,
and it gives me peace of mind to know that I can incorporate a well-thought-out marketing strategy into
my practice."

Frequently Asked Questions

Do I need to have read the 2026 State of Digital & AI Report before attending?

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No. We'll summarize the key findings and show you how to apply them during the session.

Who is this session best suited for?

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Financial advisors, firm leaders, and marketers who want a practical framework for improving their marketing execution.

How do I know what to prioritize after the report?

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We'll show you a simple framework for identifying your biggest opportunity and deciding whether to focus next on lead generation, conversion, nurture campaigns, referrals, or execution.