FPA Lead Life Cycle Series - Module 3: Activate & Nurture: Turning Interest into Trust
Includes a Live Web Event on 07/15/2026 at 12:00 PM (MDT)
-
Register
- Non-member - Free!
- Member - Free!
Interest is easy to lose. Once a prospect clicks, downloads, visits, or replies, the real question becomes: what happens next? In today’s client journey, engagement is not just about fast follow-up — it’s about responding with the right communication, the right value, and the right next step while attention is still there.
This session explores how firms can turn early intent into real momentum through timely outreach, meaningful content, and structured nurture.
We’ll look at how trust is built before commitment, where firms often lose good opportunities, and how activate and nurture work together to keep relationships moving forward with confidence.
What you’ll learn:
- How to respond when intent surfaces without losing momentum
- What timely, trust-building communication looks like in practice
- Where firms commonly fall short in follow-up and nurture
- How structured content and outreach build confidence before commitment
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.
Key:
Complete
Next
Failed
Available
Locked