Snappy Kraken

Next week, we’re excited to kick off a new webinar series: What's New & Next—designed to keep you in the know on the latest Financial Advisor MarTech innovations and what’s coming next! ?? Our first What’s New & Next will feature live micro-demos showcasing: ?? AI-powered engagement tools that personalize and automate follow-ups ?? New features and integrations to simplify and enhance your marketing ? Smart automation to help you market more effectively with less effort Don’t miss out! ?? register now to stay ahead in advisor marketing technology: https://hubs.ly/Q03cPh_h0 #FinancialAdvisors #MarTech #MarketingInnovation #AdvisorGrowth #Automation #AI #SnappyKraken #WhatsNewAndNext

?? Jolt! 2025 is just around the corner – June 9-11 in Nashville! ?? One session you won’t want to miss: "Visionary Voices: Women Leading & Innovating" – a powerhouse panel featuring four trailblazing leaders shaping the future of financial services. ? Join us and our special guest speakers: ?? Megan (Meg) Carpenter – CEO, Ficomm Partners ?? Abby S. – Chief Marketing Officer, RFG Advisory ?? Andree Mohr – President, Integrated Partners ?? Cheryl Nash – CEO, InvestCloud, Inc. Individually, they are incredible. Together? Unstoppable. What you’ll gain from this session: ?? How they’ve built standout brands and deep client relationships ?? The biggest challenges & opportunities women face in leadership ?? The future of financial marketing—and what’s next for the industry ?? Special Offer in Honor of International Women’s Day (March 8th): Use code VISIONARY to save 20% on your ticket PLUS receive a free copy of Center Stage: How to Become the Star of Your Practice! ??? Register now: joltconference.com #JoltConference #WomenInFinance #Leadership #FinancialMarketing #Innovation #MarketingTrailblazers

Future Proof Citywide is changing the game in a big way. No stale panels. No awkward networking. Just real conversations, real connections, and real takeaways that actually matter. We’re beyond excited to be part of it! Join Robert Sofia on March 17 (11 AM - 12:30 PM EST) at The Betsy Hotel’s Skyline Penthouse for an exclusive panel hosted by Berkshire Global + FINTOP Capital. Spots are seriously limited so don’t miss out. Lock in your spot: https://hubs.ly/Q03bNKr_0 See you at Future Proof! ??

Spring cleaning isn’t just for your closet. It’s for your marketing, too. Because most advisors don’t have a marketing problem, they have a marketing "system" problem. Too many tools. Too little time. No clear path from lead to client. So what happens? A whole lot of guessing. And guessing doesn’t grow your business. A system does. This season, we’re making it easy to reset, refresh, and grow, without the guesswork. Advisors using Snappy Kraken’s full system see: ?? 6x more website traffic ?? 3x more opt-ins ?? 2x more appointments No fluff. No wasted effort. Just results. See how: https://hubs.ly/Q03bn98G0

What if you could see exactly what top-producing advisors are doing differently? On The Wealth Tech Today Podcast, Snappy Kraken CEO Robert J. Sofia reveals how firms are growing 7X faster than the industry average—without chasing trends or overcomplicating their tech stacks. He breaks down: ?? A proven marketing framework that actually works ?? How to compare advisor performance at scale ?? The key to deploying consistent, high-impact messaging across an entire firm If your marketing feels all over the place, this chat with Craig Iskowitz will help you pull it all together. ?? Listen now: https://hubs.ly/Q039Y40q0

Managing marketing across a large advisor network is no small task. With so many moving parts like juggling multiple advisors, campaigns, and compliance. It can feel like a constant balancing act. But with the right tools, it becomes simpler, more scalable, and data-driven. That’s why firms are ditching the guesswork and running marketing like a well-oiled machine—with full visibility, AI-powered insights, and real-time performance tracking. Less stress. More results. Here’s how it works: https://hubs.ly/Q039x64v0

The best advisors build strong relationships. The best AI helps them do it faster—with less effort. Because here’s the challenge: Most advisors and marketing teams don’t have time to consistently personalize outreach, follow up with prospects, and create compelling content at scale. That’s where AI comes in. In our upcoming live webinar on March 6, Snappy Kraken CEO Robert J. Sofia will break down: ? How AI is helping advisors automate follow-ups and scale personalized marketing ? Live demos of AI tools in action—generating personalized marketing and surfacing top prospects ? A bonus AI-powered compliance tool—free for all attendees AI is transforming advisor marketing. Don’t get left behind. Register now to see how to leverage AI in your firm: https://hubs.ly/Q039cbKq0

Referrals don’t have to be random or a hassle. We’ve got you covered with pre-built campaigns. Log in, hit personalize, and let the system do the work. More introductions with less effort.

???? Our CEO, Robert J. Sofia, shared his favorite part of the event—the people. And if you know—you know— he’s all about people-first leadership. Check it out! ?? #OrionAscent #PeopleFirst #Leadership

Traditional referrals work, until they don’t. They’re unpredictable. Inconsistent. Impossible to scale. And that’s the problem. You need a system. One that delivers high-value introductions consistently. Want to see how it’s done? Todd Fithian & Robert Sofia will show you how to build a scalable "warm introductions" system. ?? Watch here: https://hubs.ly/Q036VXh50