FPA Lead Life Cycle Series - Module 1: Understanding the Modern Client Journey
Includes a Live Web Event on 05/06/2026 at 12:00 PM (MDT)
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As visibility increases for financial planners through PlannerSearch, more prospects will be able to find and evaluate advisors.
But visibility alone does not drive growth.
The advisors who benefit most will be those with a clear, repeatable system to turn that visibility into client relationships.
Led by Robert Sofia, CEO of Snappy Kraken, this series introduces the Lead Lifecycle—a practical framework for turning visibility into consistent, measurable growth.
Across five modules, you’ll learn how to attract, capture, nurture, and convert more opportunities—so your marketing works as a connected system, not a set of disconnected efforts.
This presentation introduces the Lead Lifecycle framework and shows how increasing visibility—driven by PlannerSearch—can be turned into a structured growth system.
What You’ll Learn
- How PlannerSearch is changing planner visibility
- The 5 stages of the Lead Lifecycle (Attract → Activate → Nurture → Retain & Refer →Convert)
- Where opportunities are commonly lost
- How to build a simple, repeatable system
Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0
Robert Sofia
CEO, Snappy Kraken
Robert Sofia is the CEO of Snappy Kraken, a marketing company exclusively serving financial advisers. During the past decade, Robert has supported thousands of companies across the spectrum of financial services including solo advisers, ensembles, family offices, broker dealers, custodians, TAMPs insurance companies, and more.
Robert has received countless accolades for his work, has authored two best-selling books, and has been published hundreds of times in Forbes, INC Magazine, The Wall Street Journal, FOX Business, Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, Journal of Financial Planning, ThinkAdvisor, and others.
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