Webinar Replays

Find held away assets, expand your service offering, and build stronger family connections with estate planning. 

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.