A complete digital marketing system for financial advisors who care about meaningful connections.

SERVE CLIENTS.
EXPAND RELATIONSHIPS.
GROW YOUR BUSINESS.

“The most innovative platform for advisors.” Investment news logo
#1 Digital Marketing Tool Advisors Are Considering T3 Technology Tools For Today logo
2022 Digital Marketing Campaign of The YearWealth Management logo
2019-2022 Best Overall Content Marketing Software Martech Breakthrough Awards logo
2021 Marketing Automation Winner2018, 2019 & 2021 Social Media Leadership WinnerWealth Management Logo

A HOLISTIC
MARKETING
SYSTEM

for financial advisors

SERVE.

Stay in front of your clients with consistent communication and
educational content.

Build and maintain enriched and lasting client relationships,
without a huge effort on your part.

EXPAND.

Deepen relationships and build trust with your existing network.

Stand out as a thought leader and build authority with the
perfect balance of content and communication.

GROW.

Increase traffic and conversions across your website and entire
marketing system.

Grow your firm with referrals, increased traffic, and new client
relationships.

“
Headshot of Greg Brown


After years of trying different marketing platforms and technology, I finally found Snappy Kraken to be truly valuable. It’s easy to use and allows me to send out solid, visually compelling content on a regular schedule – something I struggled with before. It’s already landed me a few new clients!

- Greg Brown
CFP®, President, Certified Financial Planner, Pathway Financial

CONTENT, AUTOMATION, WEBSITES, AND TEXTING:

Created for Financial Advisors to Drive Meaningful Connections

Proven strategy, modern tactics, and flawless execution

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Personalized
Websites

Your business and your clients are unique. Your website should be too. Stand out online with a website designed to attract your target audience, all set up to keep compliance happy.
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Marketing Content and Automation

Run your complete financial advisor marketing strategy in just 1-2 hours per month with original, award-winning content - so you can spend time on what matters most, your clients.
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Text Message Marketing with Convos

Stronger relationships are reinforced by texting. Clients know you care. Prospects stay engaged. Convos is a fast, simple, and powerful way to turn prospects into loyal clients.
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Freedom360

Marketing a financial firm is hard. Instead of trying to manage your entire marketing system yourself, we’ll do it for you with our done-for-you marketing program.
Subtract

A COMPLETE STRATEGY FOR MOVING RELATIONSHIPS FROM COLD TO GOLD

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Get
Noticed

Bold, unique content and personalized website designs
that grab attention across many channels.
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Earn
Contacts

Compelling offers and conversion-driven CTA’s generate interested prospects, email subscribers, and text message opt-ins.
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Build
Credibility

Educational nurturing sequences turn subscribers into warm leads.
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Start
Conversations

Action-focused content encourages dialogue and meeting requests.
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Win
Clients

Purposeful outreach makes prospects excited to work with you.
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Deepen
Relationships

Timely, meaningful messages grow client relationships and drive referrals.
“
Screenshot of a man typing at a computer and email on the screen


Snappy’s been pumping out great content as well, so keep that up. I just scheduled a meeting with a $1.2M prospect because of it. He said my name kept coming up (because I’ve been emailing him since the end of 2018) and he’s finally ready to sit down and talk.

 

- Matt S.
CFP®, Wealth Advisor, Certified Financial Planner

HOW MANY TIMES HAVE YOU BEEN DISAPPOINTED

By A Marketing Program That Promised More Than It Delivered?

You deserve better.

LED BY EXPERTS

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3.4 million
campaigns created

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5000+
websites launched
FUELED BY DATA

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100.9+ million emails
delivered and analyzed

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Frequent target market and subject matter expert surveys
DRIVEN BY SERVICE

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97% of Snappy Kraken clients are satisfied with their website services

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95% of Snappy Kraken clients recommend using Snappy Kraken to other advisors
PROVEN BY RESULTS

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31% of client revenue growth is attributed to using Snappy Kraken's system

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98% of Snappy Kraken clients said we helped them keep in
better touch with their clients
“
Headshot of Mack Courter


I wanted to work remotely and rebuild my web presence to get more prospects in the funnel. The goal
was to drive more traffic to my website, and that’s where Snappy Kraken came in!

 

- Mack Courter
Founder, Courter Financial LLC

Snappy Kraken is Right For You Image
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snappy kraken is right
for you if...

You demand quality.

You’re tired of canned, bland, and random marketing content that
doesn’t work, and outdated, cookie-cutter website designs.

 

You know the value of your time.

You’re a great financial advisor, but marketing takes too much
time or frustrates you.

 

You care about meaningful connections.

You know you can’t serve everyone, but you’re committed to
building lasting relationships with your ideal client.

 

You see the big picture.

You understand that marketing isn’t just about lead gen; it’s about a strong online presence that attracts your target audience, stands out, converts, and provides ongoing engagement.

“
Headshot of Hannah Buschbom


I’ve only been using Snappy Kraken for 3 months and I’ve already converted two of my prospects into
clients by using their system, and I’m getting great feedback on the content!

 

- Hannah Buschbom
CFP® and CDFA®, Partner & Wealth Advisor, AmeriFlex® Financial Services

WANT TO FIND OUT IF SNAPPY KRAKEN IS RIGHT FOR YOUR BUSINESS?

Request a 1:1 demo with our team today