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UPCOMING: OFFICE HOURS

 

The 5-Minute Window

 

How Speed to Lead Turns Prospects into Booked Meetings

Mike Rinard Headshot-1

Mike Rinard

Head of Solutions Marketing, Snappy Kraken


 

Jake

Jacob Lazarus

Head of Product, Snappy Kraken


 

Register Now
 Thursday, April 9, 2026  2:00 PM EST
Details:

 

Imagine reaching out to two businesses. One responds in 5 minutes, the other in 48 hours. By the time the second replies, the decision is already made.

 

That’s speed to lead and it’s often the difference between winning and losing a prospect.

In financial services, most firms take 24–48 hours to respond, yet 78% of buyers choose the first business that does. The opportunity is simple: close the gap, respond within minutes, and increase your chances of converting leads into meetings. The best part? This can be automated.

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.

 

What you’ll learn:

 

  • Why leads contacted within 5 minutes are 21x more likely to convert
  • What slow follow-up is actually costing you in dollars
  • How to go from lead capture to first contact in minutes, not days
  • How to set up automated follow-up that still sounds like you

 

 

 

Register for Webinar:
John-Hare

John Hare

CPFA, AIF, Managing Director, Prudent Process

 

“I’m floored by what Snappy Kraken can do. I had been looking for better ways to market my practice. And
I’ve heard ‘No’ so many times before from different marketing companies. I’ve heard it from every angle,
and it gives me peace of mind to know that I can incorporate a well-thought-out marketing strategy into
my practice."

Frequently Asked Questions

Who should attend?

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Anyone responsible for turning leads into clients:

  • Solo advisors who handle their own follow-up

  • Firm owners thinking about conversion at scale

  • Marketing leads building systems for their advisor teams

  • Operations leaders evaluating their lead response process

If leads come into your world and you care about what happens next, this session is for you.

What's the format?

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This is a 45-minute live session: part presentation, part live walkthrough, part open conversation. We'll cover the research, show a real speed-to-lead workflow, and leave time for questions and discussion. Think of it less like a webinar and more like a conversation you'd want to be in the room for.

I'm already a Snappy Kraken client. Should I still attend?

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Yes. Most advisors aren't using speed-to-lead features to their full potential. This session will show you exactly what to activate and how to set it up so your follow-up happens in minutes, not hours. Plus, every attendee gets access to our Speed to Lead ROI Calculator after the session.