Details:

Many firms have leads coming in. They run seminars, get referrals, bring in website traffic, or run a podcast. But what happens after someone raises their hand?

The difference between getting occasional meetings and consistently turning attention into advisor appointments often comes down to the system behind the follow-up: where leads go, what communication comes next, and when an advisor should reach out.

Join Snappy Kraken and Advisors Excel to learn how to build a repeatable follow-up system that moves leads into timely nurture, reduces manual list work, and gives advisors clearer signals for who to contact and why.

You’ll also hear from Advisors Excel’s strategic coaching team, who help advisors build systems for repeatable growth. Advisors Excel has doubled AUM from $20 billion to $40 billion in five years by aligning marketing, sales, branding, and advisor enablement.

What you’ll walk away with:

• How to get leads into the right follow-up path faster, with less manual list work.
• How to time follow-up around moments prospects already care about, from tax season to Medicare and open enrollment.
• How to segment by asset level, life stage, or planning need so follow-up feels more relevant.
• How to turn client and prospect questions into timely content and clearer advisor outreach.