See Your Marketing Performance in a Whole New Light

Marketing shouldn’t feel like a black box — and now, it doesn’t have to.

Join Jake Lazarus and Mike Rinard for an exclusive first look at Snappy Kraken’s brand-new AUM Pipeline Dashboard — a powerful tool that directly connects your marketing activity to client assets under management.

It’s a game-changer for advisors who want clear, quantifiable answers to the question: Is my marketing actually growing my business?

In this live session, you’ll learn how to:

• Measure ROI in real dollars, not just clicks and open rates
• Track campaign performance all the way through your pipeline to client acquisition
• Uncover insights to fine-tune your marketing strategy for better results
• Demonstrate value to clients and stakeholders with transparent, data-backed reporting

You’ll also get a chance to see the dashboard in action, ask questions directly to the product team, and walk away with a better understanding of how to make your marketing efforts more accountable — and more impactful.