FPA Lead Life Cycle Series - Module 2: Visibility, Intent & Attract: How You're Discovered and Understood in 2026
Includes a Live Web Event on 06/17/2026 at 12:00 PM (MDT)
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- Non-member - Free!
- Member - Free!
Module 1 introduced the modern client journey and a simple framework for turning increased visibility into a repeatable system.
We'll continue building on this and look at how advisors are being discovered today. We'll look at how prospects find you across search, AI, referrals and digital channels - and how to recognize the subtle intent signals that indicate real opportunity.
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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