Feeling whiplash from the markets? So are your clients. Share this 5-min Q2 2025 recap to break it down, calm the nerves, and spark meaningful conversations. 📈 Market rebounds.📉 Economic cracks.📊 What it all means for long-term planning. Learn more 👉

🚨 New Webinar Alert 🚨. Leads going cold?. That doesn’t mean they’re lost. It means it’s time to nurture. Join us for Part 4 of our Lead Lifecycle Series to learn how to stay relevant, build trust, and turn “maybe” into “I’m ready.”. Save your spot 👉

When the market hits new highs, fear often follows. But fear can cost more than hesitation. Use our new Timely Email to reassure clients with facts, analogies, and a personal invitation to talk. Learn more here 👉

Their kids are getting money advice from strangers on Reddit. Your clients are worried, and you should be too. This 4-part email series helps position you as the trusted source of financial guidance—for the whole family. Get the details here 👉

🤖 AI wants to pick your brain. And it's paying $25 to do it. Take our 5-minute advisor marketing study and get early access to how top firms are using AI to scale. Your future self will thank you. Add your voice to the study now 👉

💡 How do tariffs impact consumer prices?.💡 Which sectors win (or lose)?.💡 What should investors do about it?. We just launched a campaign that answers all this. Clearly, visually, and in plain English. Learn more here 👉

[NEW BLOG] What do SmartAsset, WiserAdvisor, LeadingResponse & Advisor Appointments all agree on?. Random acts of marketing don’t work. Get the top takeaways from Robert Sofia’s powerhouse panel at Jolt!. Read the recap now 👉

Your million-dollar clients might be coasting on outdated advice. This campaign is your chance to change that by building trust, showing next-level thinking, and sparking deeper conversations. 1 short video. 6 powerful pillars. Big impact. Learn more 👉

You finally get a lead…then? Crickets. 🦗. Let’s fix that. Join us tomorrow for a live webinar that shows you how to:. ✅ Capture leads (even from social).✅ Nurture them without lifting a finger.✅ Know exactly when they’re ready to act. Register now 👉

RT @RFGAdvisory: At @SnappyKraken’s #Jolt! CBO @jbrendanfrazier discussed how the future of financial advice lies in building trusting, aut….

Convert more leads. Do less juggling. On June 26 @ 2pm ET, we’re revealing a simple system top firms use to scale—without extra hires or tools. 📥 Auto lead capture.🤖 Smart follow-ups.🔔 Instant warm lead alerts. Save your spot here 👉

Markets are reacting. Emotions are high. This is your moment to lead. Our new Timely Email helps you address the Middle East conflict with empathy, clarity, and confidence—so clients stay grounded and trust stays strong. Learn more here 👉

Sick of wasting time on leads that go nowhere?. Join tomorrow’s webinar to learn how to:.✅ Attract ready-to-convert prospects.✅ Stand out from the crowd.✅ Drive long-term growth. Save your spot now 👉

Ready to grow smarter—not harder?. The Smart Growth Suite is built to help firms scale with less lift and more impact. ✅ Automate workflows.✅ Dynamic segmentation.✅ Lead-to-client conversion. Take a self-guided tour here 👉

RT @Lawrence_Sprung: What happens when financial advisors put connection, creativity, and client experience at the center of their practice….

RT @ChrisCordoba27: For many years now I’ve seen @robertsofia of @SnappyKraken continue to be amongst the most forward-thinking thought lea….

RT @Lawrence_Sprung: Can you really build it organically with social as your driver?. The session before my talk at #JoltConference….

RT @slices_design: #joltconference lived up to the hype. - finally met a bunch of people I’ve talked to on socials for years.- listened t….

RT @ChrisCordoba27: “Know the difference between marketing and branding” with examples based upon her TV shows (branding) and her YouTube c….

RT @ChrisCordoba27: Perhaps the most heartfelt “why” story at #joltconference by this #CFP, Danielle Darling continuing the legacy from her….