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:
20–30 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 8 Thu. Apr 23, 2025
More Than a Profile: How Social Media Fits into the 2026 Marketing Playbook
Social media is easy to start, but hard to sustain in a way that actually drives growth.
This Office Hours session shows how social media fits into a modern Lead Lifecycle strategy—supporting visibility, building credibility, and reinforcing relationships over time.
Because success on social isn’t about doing more. It’s about showing up consistently, with the right message, at the right stage of the relationship.
Session 7 Thu. Apr 9, 2025
The 5-Minute Window: How Speed to Lead Turns Prospects into Booked Meetings
In this session, we’ll break down why speed to lead matters, how it impacts conversion, and how to implement it using tools like Snappy Kraken. Plus, we'll share a simple ROI calculator to quantify the impact for your firm.
Session 6 Thu. Feb 26, 2025
Live Product Walkthrough With Kendal
Rewatch a special Office Hours session featuring Kendal, one of our product experts, as she walks through an end-to-end demonstration of Snappy Kraken.
You’ll see how everything works together — from first touch to long-term nurture — and how firms turn it into a repeatable growth engine
Session 5 Thu. Feb 5, 2025
AI Visibility: How Your Brand Will Be Understood In 2026
AI is reshaping how prospects discover, interpret, and trust your brand — often before any human interaction.
In this session, we’ll explore how AI-driven visibility impacts lead quality, demand, and your go-to-market strategy, including where AEO fits in.
Session 4 Thu. DEC 18, 2025 @ 2:00PM ET
Ready For 2026: Your Q1 Marketing & Content Plan
Start the new year with clarity, confidence, and a proven plan for growth.
In this Office Hours session, we’ll walk through the Q1 marketing strategy and content we’ve built for advisors, including the campaigns, themes, and seasonal opportunities that will help you stand out when the calendar flips to 2026.
Session 3 Thu. DEC 4, 2025 @ 2:00PM ET
What Advisors Are Asking: Estate Planning Rules, Results, and Real-world Wins
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 2 Thu. NOV 13, 2025 @ 2:00PM ET
Measure What Matters: AUM Pipeline Dashboard live demo
Get a first look at Snappy Kraken’s new AUM Pipeline Dashboard — built to connect your marketing directly to assets under management.
Learn how to measure real ROI, track pipeline growth, and use insights to optimize every campaign.
Session 1 Thu. OCT 30, 2025 @ 2:00PM ET
End-of-Year Campaigns That Drive Engagement & Referrals
Get a first look at Snappy Kraken’s newest holiday campaigns and Q4 content to boost year-end engagement.
We cover high-performing seasonal topics, marketing tips for the new year, and ideas you can use right away.
