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About This Webinar
CreativeOne has partnered with Snappy Kraken, an award-winning marketing technology software that has propelled EngageOne to the next level, and we want you to be a part of it all.

Join us to hear Robert Sofia, Snappy Kraken CEO, explain more about our partnership and how it can help you retain and WIN new clients with great content. Creating relevant content clients and prospects appreciate is no easy feat, so be part of the discussion to understand how this partnership will help you blend out aka, get noticed.

INSIDE THE WEBINAR
EngageOne features social and email campaigns, detailed content calendars, prospecting lead generation, and automated seminar follow-up campaigns designed to drive more appointments.

The best part? CreativeOne + Snappy Kraken means everything is done for you! No more spending time customizing marketing campaigns so you can focus on what matters most: your clients!
Agenda
  • How to set your online marketing on autopilot.
  • How to stay top of mind with clients and prospects.
  • The importance of building brand awareness and credibility.
  • Communicating consistently throughout the year.
  • Real results and feedback from advisors already participating in EngageOne.
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Perry Boles
Chief Marketing Officer
Perry plays a vital role in supporting the growth of independent financial advisors. With a sharp strategic mind and a talent for creating impactful marketing campaigns, Perry helps financial advisors expand their client base and reach their business objectives.

At the helm of a skilled marketing team, Perry inspires his colleagues to think outside the box and develop innovative solutions to complex marketing challenges. He places a strong emphasis on delivering measurable results for the firm and its clients, ensuring that each marketing campaign has a tangible impact on their success.

Perry is a visionary leader, driven by a passion for marketing and a commitment to excellence. He cultivates a supportive and collaborative work environment, encouraging his team to take ownership of their projects and bring their unique ideas to the table. Under his leadership, the marketing team at CreativeOne continues to set new standards for innovation and results in the financial services industry.
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Kennedy Fiedler
Social Media & Content Strategist
As a Social Media & Content Strategist, Kennedy has a deep understanding of the role that social media and email marketing plays in reaching and engaging with prospects and clients. Kennedy leads the strategy behind CreativeOne's EngageOne program that helps financial advisors automate their digital marketing and take back their time.

With Kennedy's guidance, independent financial advisors can stay ahead of the curve and stay connected with their audience in today's fast-paced digital landscape. Whether it's through social media, email, or other online channels, Kennedy helps advisors reach their business goals and grow their practice.
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Robert Sofia
CEO | Author | Speaker
An expert on the leading edge of financial services marketing, Robert Sofia knows what it takes to differentiate and grow your business. Adapting proven marketing and branding lessons from some of the world’s most recognizable brands, the Snappy Kraken CEO is on a mission to help financial advisors break out of industry-imposed comfort zones, get noticed, and become irresistible to clients and prospects.
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