UPCOMING: WHAT'S WORKING IN 2026
A Marketing Briefing for LPL Advisors
Real performance data from LPL advisors on Snappy Kraken. What's driving results, what's new, and how to put it to work.
Robert Sofia
CEO Snappy Kraken
Michael Hawes
AVP, LPL Financial
Thursday, June 18th, 2026 
2:00 PM ESTDetails:
What are the most effective LPL advisors actually doing in 2026?
We analyzed advisor marketing performance across Snappy Kraken, from engagement and lead generation to conversion trends. The pattern is clear: the firms seeing the strongest results aren’t sending more emails. They’re running connected marketing systems across every stage of the lead lifecycle.
In this live briefing, we’ll share what the data shows, the lifecycle framework behind it, and the newest tools helping advisors grow more efficiently — including LPL Research Auto-Launch, Opportunity Scores, and Campaign Sharing. Plus, we’ll highlight real advisor examples showing how firms are putting these strategies into practice.
A practical look at what’s working in 2026 and how to apply it to your firm.
What you’ll learn:
- Real performance data from LPL advisors, plus the lifecycle framework behind the strongest results.
- Always-on automation, including the new LPL Research Auto-Launch.
- Opportunity Scores: focus your marketing on your hottest audiences.
- Campaign Sharing for firms with multiple advisors
- Live Q&A with LPL's Michael Hawes and the Snappy Kraken team.
Register for Webinar:
Kevin R Lonergan
Owner & founder, Pacific Wealth Management
“I've had a 250% growth in AUM in the last two years while using Snappy Kraken. We had a large source of leads. Without something like Snappy Kraken, we wouldn’t have had a way to manage or nurture those relationships. Advisors [in my firm] can see who’s interacting with the content, then they reach out and say, ‘Hey, I noticed you’ve been reading some of these.’ At a high level, it’s become a very important part of our marketing. The advisors who use it rely on it every week.”
Frequently Asked Questions
Who should attend?
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LPL advisors who want to see what's working for other advisors on the platform
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Advisors who want marketing that runs without adding hours to their week
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Firms with multiple advisors looking for ways to scale without adding headcoun
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Advisors evaluating Snappy Kraken or considering a switch from another platform
I have Snappy Kraken, should I attend this webinar?
+Yes, especially if you’re using Snappy Kraken!
Will there be a recording?
+Yes. Register, and we’ll send you the recording if you can’t make it live. But the live session includes open Q&A, so attending live allows you to ask questions specific to your firm’s event strategy.
