2026 Financial Advisor Marketing Benchmarks: Build Your Next 90-Day Plan

What should financial advisors actually do with the latest marketing benchmarks? In this session, we take the findings from the 2026 State of Digital report and turn them into practical decisions for the next 90 days of your marketing. Download the full report and action plan here: https://snappykraken.com/state-of-dig... Jump around 👇 00:00 Start 03:47 Website Conversion and AI Research 07:57 Lead Lifecycle Framework Strategy 10:56 Advisor Profile Growth Roadmap 19:12 Automating Connected Follow Up Workflows 32:26 Using The Advisor Action Plan 38:36 Marketing Execution Support Models 41:52 Snappy AI Guided Marketing Experience 46:46 Snappy AI Marketing Advantages 50:58 Reviewing Email Campaign Content Using data from thousands of financial advisors, we look at where stronger-performing marketing programs differ—from connected technology and broader lead lifecycle coverage to prospect follow-up and consistent execution. Plus, see how automation can help address one of the most common gaps identified in the data, along with a look at Snappy AI and ways advisors can get more support with marketing execution. Learn more at https://snappykraken.com/book-demo