April 20, 2026
2:00PM - 3:00PM EDT
From Visibility to Clients: Building a Lead Lifecycle That Converts
Central OH Virtual Roadshow
Monday, April 20th, 2026
2:00pm - 3:00pm
presented by
Robert Sofia, CEO, Snappy Kraken
As part of FPA’s partnership with Snappy Kraken, PlannerSearch is evolving to increase visibility for financial planners—creating more opportunities for prospects to find and connect with you.
But visibility alone doesn’t drive growth.
The planners who benefit most will be those with a clear lead lifecycle—a defined process to attract, capture, nurture, and convert those opportunities into clients.
This session will show you how to prepare for what’s coming and how to turn new visibility into real, measurable growth so you’re ready to capture and convert opportunity from day one.
What You’ll Learn
- What PlannerSearch means for your visibility and incoming leads
- The 4 stages of a strong lead lifecycle (Attract → Capture → Nurture → Convert)
- Why most leads go cold—and how to prevent it
- How to build a simple, scalable system to follow up and convert
- How FPA’s partnership is designed to support your growth
More Info