A complete digital marketing system for financial advisors who care about meaningful connections.
for financial advisors
Stay in front of your clients with consistent communication and
Build and maintain enriched and lasting client relationships,
without a huge effort on your part.
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.
Increase traffic and conversions across your website and entire
Grow your firm with referrals, increased traffic, and new client
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
Proven strategy, modern tactics, and flawless execution
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.
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.
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.
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.
Bold, unique content and personalized website designs
that grab attention across many channels.
Compelling offers and conversion-driven CTA’s generate interested prospects, email subscribers, and text message opt-ins.
Educational nurturing sequences turn subscribers into warm leads.
Action-focused content encourages dialogue and meeting requests.
Purposeful outreach makes prospects excited to work with you.
Timely, meaningful messages grow client relationships and drive referrals.
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
You deserve better.
100.9+ million emails
delivered and analyzed
Frequent target market and subject matter expert surveys
97% of Snappy Kraken clients are satisfied with their website services
95% of Snappy Kraken clients recommend using Snappy Kraken to other advisors
31% of client revenue growth is attributed to using Snappy Kraken's system
98% of Snappy Kraken clients said we helped them keep in
better touch with their clients
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
You’re tired of canned, bland, and random marketing content that
doesn’t work, and outdated, cookie-cutter website designs.
You’re a great financial advisor, but marketing takes too much
time or frustrates you.
You know you can’t serve everyone, but you’re committed to
building lasting relationships with your ideal client.
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.
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