
UPCOMING: PARTNER WEBINAR
How Cambridge Advisors Can Win the Modern Client
See how prospects find and evaluate advisors today and how to turn visibility, engagement, and follow-up into more growth opportunities.
Kendal Wilde
Senior Account Executive, Snappy Kraken
Details:
The way prospects find an advisor has changed.
Today, someone can discover your firm, research your expertise, visit your website, consume your content, and compare their options, all before you know they exist.
For Cambridge advisors, the opportunity is to make sure each of those interactions works together.
Join Kendal Wilde, Senior Account Executive at Snappy Kraken, for an exclusive Cambridge webinar exploring how AI and changing search behavior are reshaping the prospect journey—and what that means for your marketing.
You’ll learn how your website, content, campaigns, and follow-up can work together to help you get found, build credibility, stay connected, and turn more attention into meaningful conversations.
What you'll see:
- How AI and changing search behavior are reshaping the way prospects discover advisors.
- Why your website and digital presence matter before a prospect ever reaches out.
- How content, campaigns, and follow-up can work together to move prospects toward a conversation.
- What to prioritize now to strengthen your marketing heading into 2027.
Register for Webinar:

Mike Milligan, CFP®
Financial Advisor, 1.oak Financial
Frequently Asked Questions
Who should attend?
Cambridge advisors and marketing teams who want to understand better how prospect behavior is changing and build a more consistent approach to attracting, engaging, and nurturing prospective clients.
Will it be recorded?
+Yes. Register even if you can’t attend live, and we’ll send the replay afterward.
Will I leave with practical next steps?
Yes. You’ll get a clearer understanding of what to prioritize across your digital presence, content, campaigns, and follow-up as you strengthen your marketing heading into 2027.

