FPA Lead Life Cycle Series - Module 4: Retain & Refer
Includes a Live Web Event on 09/17/2026 at 1:00 PM (MDT)
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- Non-member - Free!
- Member - Free!
Winning a client isn’t the finish line—it’s the starting point of long-term growth. The firms that grow consistently aren’t just good at converting; they’re intentional about what happens after. This session focuses on how to reinforce value post-conversion, deepen client relationships, and create the kind of experience that naturally leads to referrals. We’ll explore how consistent communication, proactive engagement, and thoughtful touchpoints turn satisfied clients into loyal advocates. Because retention isn’t passive—and referrals aren’t accidental. They’re the result of a structured, relationship-driven approach that compounds over time.
What you’ll learn:
- How to reinforce your value after a client says yes
- What drives long-term loyalty in today’s client relationships
- How to create natural, low-friction referral moments
- Where most firms underinvest post-conversion—and how to fix it
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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