Details:

The 2026 State of Digital & AI research revealed an important opportunity: Q4 is when many people are actively looking for financial advice, yet it’s also when advisors launch the fewest marketing campaigns. With client meetings, conferences, year-end planning, and holiday schedules competing for attention, the time to prepare is now.

Join Angel Gonzalez, Co-Founder & Head of Advisor Content at Snappy Kraken, for this Office Hours session as we share where to focus your marketing now, timely campaigns to consider before Q4, and the client and prospect opportunities worth preparing for as year-end approaches.

You’ll leave with practical ideas to stay visible, create meaningful touch points, and enter Q4 ready to execute—not just getting started.

What you’ll walk away with:

• Which campaigns and topics to prioritize before Q4 begins.
• How to prepare now for important fall and year-end client conversations.
• How to stay visible with clients and prospects as schedules get busier.
• Where to focus your marketing efforts now to finish 2026 strong and carry momentum into 2027.