Reg Image - SODAI2026
UPCOMING: LIVE WEBINAR

 

2026 State of Digital & AI

 

The New Era of Advisor Marketing.

Robert Headshot Photo

Robert Sofia

CEO, Snappy Kraken

Register Now
 Tuesday, July 28, 2026  2:00 PM EST
Details:

 

The 2026 State of Digital is here, and this year, AI is part of the story.

AI is changing how people find information, compare options, and decide who feels credible. But the report points to a bigger shift in advisor marketing: growth is becoming harder to win with disconnected tactics alone.

Join Robert Sofia on July 28 for a first look at the 2026 State of Digital & AI Report. He’ll share what changed, what matters most for advisor growth, and how advisors and firms can turn the data into a more connected marketing strategy.

Webinar attendees will receive early access to the full report, plus a bonus Field Guide & Action Plan designed to help them apply the findings to their own marketing.

 

What you’ll learn:

 

  • How AI is changing the way prospects discover, research, and choose financial advisors.
  • Why websites have become the new center of trust, validation, and conversion.
  • The biggest growth opportunities advisors are missing across the client lifecycle.
  • What the data reveals about connected marketing systems—and why they outperform disconnected tactics.
  • Practical actions you can take to improve visibility, engagement, and long-term growth.

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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This webinar is designed for financial advisors, marketing professionals, and firm leaders who want to stay ahead of changing client behavior and understand how AI is reshaping advisor marketing.

Will I receive a copy of the report?

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All webinar attendees will receive early access to the full 2026 State of Digital & AI Report, along with a bonus Field Guide & Action Plan to help put the insights into practice.

What makes this year's report different?

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For the first time, the report examines how AI is influencing advisor discovery, credibility, and marketing performance alongside the latest digital trends, providing a more complete picture of what it takes to grow in today's environment.