UPCOMING: OFFICE HOURS
Make Events Work Harder
How advisors can use events to drive engagement before, during, and after the room fills
Mike Rinard
Head of Solutions Marketing, Snappy Kraken
Destiny Fernandisse
Marketing Manager, Snappy Kraken
Thursday, May 21st, 2026 
2:00 PM ESTDetails:
Events are one of the most powerful ways for financial advisors to create meaningful engagement, but too often they are treated as one-off campaigns. A seminar gets promoted, a webinar goes live, the room fills, and then the momentum fades.
This Office Hours session will cover how to choose topics that resonate, promote events more effectively, and create communications that keep prospects, clients, and referral opportunities engaged long after the event ends.
You’ll also walk away with four practical event ideas you can use throughout the year, plus a clearer understanding of how invitations, reminders, follow-ups, and nurture campaigns can work together to support a more consistent growth engine.
What you’ll learn:
- 4-yearly event ideas you can implement
- What makes an event topic relevant, timely, and compelling for your audience
- Where advisors often lose momentum before and after an event
- How to connect invitations, reminders, follow-ups, and nurture campaigns into a stronger marketing system
Register for Webinar:
Matt S., CFP®
Wealth Advisor
“I just scheduled a meeting with a $1.2M prospect because of it. He said my name kept coming up (because I've been emailing him since the end of 2018) and he's finally ready to sit down and talk."
Frequently Asked Questions
Who should attend?
+Financial advisors, firm leaders, and marketing professionals who want to get more value from their events and use them as part of a consistent growth strategy. Whether you host seminars, webinars, client appreciation events, or educational sessions, this Office Hours session will help you make each event work harder before, during, and after it happens.
Is this only for advisors who already host events?
+No. This session is useful whether you already have an event calendar or are just getting started. We’ll cover how to think strategically about event topics, promotion, follow-up, and yearly event ideas you can adapt to your own marketing goals.
Will there be a recording?
+Yes. Register, and we’ll send you the recording if you can’t make it live. But the live session includes open Q&A, so attending live allows you to ask questions specific to your firm’s event strategy.
