Webinar Replays

In this session, we cut through the noise to explore how advisors are using AI in their day-to-day work, what they’re still unsure about, and where the biggest opportunities (and risks) lie.

Discover how to turn prospect intelligence into a competitive advantage with 3 proven workflows to help win more clients in 2025.

Aug 20th at 2pm ET

Join our expert panel for a forward-looking conversation on how artificial intelligence is reshaping the future of websites.

Learn how to turn breaking news into a high-impact lead generation opportunity—and use it to deepen client relationships, increase retention, and spark referrals.

How to stay relevant, build trust, and turn interest into action

See the latest Snappy Kraken updates and upcoming features designed to help firms drive better results.

Build the conversion engine top firms pay consultants to create

How to stand out, generate better leads, and fuel organic growth

How to automate follow-ups that strengthen client loyalty

Creating client loyalty that lasts

The 5 phases of the lead lifecycle (and where firms lose clients)

A modern system for winning affluent clients

How to communicate and grow in volatile markets

Get a firsthand look at our newest marketing innovations

 Real-world tactics to build relationships at scale

How to build a scalable "warm introduction" system

Growth strategies for uncertain times

How to use behavioral finance content to guide clients through market fluctuations and choppy waters.

Proven strategies to attract, win, and retain high-value clients.

The marketing system that drives 7x growth for financial advisors.

How to generate referrals from clients without even asking.

Drive more meaningful conversations, build stronger relationships, and expand your service offering.

How to leverage Snappy Kraken to automate your entire marketing program in just 30-60 minutes per month.

Robert Sofia interviews 3 leaders from the fastest-growing billion-dollar RIAs to share their best “marketing plays.

Live 20-minute demo and Q&A

3 Advisors share the secrets behind their firms million-dollar growth and success

Review the 2024 State Of Digital report, plus dissect key insights and exclusive data that are not included in the report.

Discover where to focus your actions, so that you can drive predictable and scalable growth for your firm.

How to drive growth and personalization in a few clicks.

How to leverage Snappy Kraken to automate your entire summer marketing program in just 30-60 minutes per month.

How Financial Advisors can survive (and THRIVE) during a recession.