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UPCOMING WEBINAR: 

 

The Federated Marketing Model

 

How to Orchestrate Marketing from Firm Strategy to Advisor Execution

Robert Sofia

Robert Sofia

Snappy Kraken, CEO

Register Now
 Thursday, April 16, 2026  2:00 PM EST
Details:

 

As firms grow, marketing becomes harder to manage.

 

What once worked starts to break—across advisors, teams, and offices—leading to inconsistency, slower execution, and limited visibility.

The Federated Marketing Model offers a better approach. It balances centralized strategy and compliance with localized execution, so firms can scale marketing without losing control or flexibility.

Because growth doesn’t come from doing more. It comes from building a system that keeps everything aligned as you scale.

 

What you’ll learn:

 

  • Why marketing breaks down as firms scale across advisors and teams
  • How the Federated Model balances central control with local execution
  • Where inconsistency, compliance risk, and inefficiency typically emerge
  • How to structure marketing for more scalable, coordinated 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

What is the Federated Marketing Model?

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It’s a way to structure marketing across your firm—centralizing strategy and compliance, while allowing advisors and teams to execute and personalize marketing at the local level..

Is this relevant if our marketing is already working?

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Yes. Most firms aren’t running one model—they’re running several at once. This session helps you bring structure, improve coordination, and scale what’s already working more effectively.

Will this be practical or just high-level?

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This is a practical session. You’ll see how the model works, where firms typically break down, and what it takes to implement a more coordinated approach across advisors and teams.