Grow Your Business on Autopilot & Dominate Your Exclusive Territory
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Unlike any adviser marketing you’ve used before
Designed for advisers who demand to stand out and get noticed.
100% Exclusive Territories
With your exclusive territory, you’re guaranteed to be one-of-a-kind in your market.
Goal-Focused
Lead Generation, Client Engagement, Workflow Automation, Referral Generation and more. Campaigns designed with your goals in mind.
Coordinated Campaigns
Every aspect of your campaign, from sending emails, posting on social, and collecting contact information syncs seamlessly.
*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.
Cutting Edge Marketing
Our campaigns are relevant, effective, and in line with what modern prospects expect, using up-to-date marketing best practices.
Authentic & Engaging Visuals
Our team of hand-selected graphic designers and content creators create unique designs that make your marketing campaigns stand out, get noticed, and most importantly, inspire engagement.
Visual Campaign Timelines
With the click of a button, your campaigns can be edited, launched, or customized in just minutes.
*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.
Adviser Marketing Problems. Solved.
We’ve overcome three giant hurdles that financial advisers face with marketing and automation.
Say Hello to The Snappy Way
Visually stunning and timely campaigns using the latest marketing strategies means you’ll finally experience measurable results.
It doesn’t work
Using “spray and pray” marketing with “canned” content doesn’t deliver results.
Measurable results
Goal-focused and fully coordinated campaigns deliver results you can monitor and track.
It’s a time-suck
Advisors don’t have the time to write, design, get FINRA approval, and manage their marketing.
Fast and easy
Our simple user interface and visual campaign builder makes launching campaigns a breeze.
It’s expensive
Hiring an outside agency to do it all for you is a huge and unsustainable investment.
Affordable
Ultra-high quality and 100% FINRA reviewed content with a no-brainer investment.
Adviser Marketing Problems. Solved.
We’ve overcome three giant hurdles that financial advisers face with marketing and automation.
It doesn’t work
Using “spray and pray” marketing with “canned” content doesn’t deliver results.
It’s a time-suck
Advisors don’t have the time to write, design, get FINRA approval, and manage their marketing.
It’s expensive
Hiring an outside agency to do it all for you is a huge and unsustainable investment.
Say Hello to The Snappy Way
Visually stunning and timely campaigns using the latest marketing strategies means you’ll finally experience measurable results.
Measurable results
Goal-focused and fully coordinated campaigns deliver results you can monitor and track.
Fast and easy
Our simple user interface and visual campaign builder makes launching campaigns a breeze.
Affordable
Ultra-high quality and 100% FINRA reviewed content with a no-brainer investment.
*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.
Turn-Key Automation for Your 5 Most Critical Business Growth Objectives
- 01 Lead Generation
- 02 Prospect Nurturing
- 03 Client Engagement
- 04 Referral Generation
- 05 Operational Workflows
Lead Generation
Our turn-key campaigns will automatically push content to email, Facebook, LinkedIn, Twitter, and even online ads. Our lead generation campaigns have a hyper-targeted goal of attracting fresh leads. The marketing practices we use make it easy for prospects to get in touch. Imagine running lead generation campaigns 24/7 with just a few clicks.
Prospect Nurturing
Never let a valuable new client opportunity slip between the cracks again! Our automated prospect nurturing campaigns will keep in touch, motivate, and engage all the existing and brand new prospects that will be added to your pipeline. These campaigns create high-touch and unforgettable communications that make you look like a hero, and you don’t have to do a thing except reply to inquiries.
Client Engagement
Our client engagement campaigns help you build unshakable relationships by wowing your clients with relevant content, information, and meaningful touch points. Even though they’re automated and run 24/7, your clients will always think it’s you (or your team) personally reaching out. Our members rave about how powerful these campaigns are at strengthening client relationships that often lead to passive referrals.
Referral Generation
Imagine having a virtual business development person generating referrals for you 24/7 – that’s the power of our campaigns. Many advisers struggle to ask for referrals, don’t feel comfortable, or simply don’t do it enough. Our campaigns overcome all of that for you and blend the most effective referral techniques we’ve developed and tested over the years. Are you ready to start getting more word-of-mouth business on autopilot?
Operational Workflows
As you generate more business, you’ll naturally get overwhelmed with client onboarding, but don’t worry – we’ve got that covered! Our operational workflows help you ensure that fulfillment never falls between the cracks. Your clients will feel well cared for right out of the gate without you having to worry about or track anything. These campaigns will help you build rock-solid relationships from the get go!
*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.
OUR RESULTS SPEAK FOR THEMSELVES.SEE FOR YOURSELF.
“Snappy Kraken’s consistent drip of awesome content makes me look top notch with my followers! Recently their Retirement Success campaign led me to a $1.5 MILLION client!”
MICHAEL H. BAKER, CIMA®, CFP®, RICP®, RMA℠
Manager, Founding Member, Vertex Capital Advisors
“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
“We have been getting consistent calls since we started using Snappy Kraken. Just last week, I converted a prospect to a client and got 5 other calls from prospects on just one campaign!”
Richard J. Archer
CFA, CFP, MBA, Archer Investment Management
“I love Snappy Kraken! I’m getting better engagement with prospects & clients, and clients really like the visual insights newsletters!”
Randy Dippell
Financial Advisor, CRPS®, NestEgg Advisory
“What I love most is that Snappy Kraken runs on autopilot. I speak to you, we launch campaigns, and I get nothing but positive feedback.”
Eduard Hamamjian, AAMS©
Managing Director, Geasphere Advisors
“The platform has saved me a lot of time. It’s so beneficial because I’m not looking at it every day and I don’t need to.”
Sonny Blanchard, CFP®, CPA/PFS
President, Blanchard Wealth Partners
“The 90-Day New Client Campaign saves us a ton of time! And just the fact that we have a personal liaison that walks us through your software every month is worth the price of admission!”
Leah Humphries
CMO and Co-Host of The Roland Financial Radio Show, Roland Financial
“Snappy Kraken has provided the opportunity to significantly boost our online presence and engage clients — all without taking hours of time each week. The cross-platform marketing they develop is current to trends and the interests of my clients. I’m very pleased with the service provided by Snappy Kraken and have recommended them to my colleagues across the Country.”
Dean L. Spada
Founder & Managing Director, Kingston Wealth Management
“Snappy Kraken has made it easy for us to stay in front of our clients and prospects — It’s all done for us. They have created tons of high quality content and continue to develop new material each month. The platform is easy to use and we’ve received excellent support from day one.”
Alison McLaren
Marketing Manager, Oxford Financial Partners
“All advisors should check out how Snappy Kraken makes marketing more effective.”
Craig Iskowitz
Chief Executive Officer, The Ezra Group
“Snappy Kraken is elite at equipping advisors with campaigns to drive traffic online.”
Aaron Klein
Chief Executive Officer, Riskalyze
“Snappy Kraken notched very good satisfaction scores, which bodes well for their future.”
2019 T3 Advisor Software Survey
“The most innovative marketing platform for advisers.”
Investment News
WINNER — XYPN FinTech Competition
XY Planning Network
WINNER — ScratchWorks FinTech Accelerator
ScratchWorks
WINNER — Wealth Management Industry Awards (Social Media Leadership)
Wealth Management
*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.
WHY OUR MEMBERS RAVE ABOUT SNAPPY KRAKEN
- AN ONLINE PRESENCE THAT’S “LARGER THAN LIFE”
- DEEPER CLIENT RELATIONSHIPS
- EFFICIENTLY LEVERAGED TIME
- EXPANSIVE REACH WITHOUT LEAVING THE OFFICE
- TRANSPARENT, DATA-DRIVEN RESULTS
AN ONLINE PRESENCE THAT’S “LARGER THAN LIFE”
Pairing 100% territory exclusivity with our ultra-high production quality content positions our members as industry-leading experts to their prospects and clients. Snappy Kraken’s robust campaigns integrate all the major online channels including landing pages, email, social media, and advertising, giving each member a cohesive and highly recognizable presence that’s “larger than life.”
DEEPER CLIENT RELATIONSHIPS
Trusting the power of and precision of automated campaigns and workflows frees up valuable time for our members to stay focused on what they do best: serving clients. As a result, our members report better-than-ever client relationships, increased retention, and even more word-of-mouth referrals.
EFFICIENTLY LEVERAGED TIME
Snappy Kraken has removed all of the timely tasks and management responsibilities from day-to-day tasks thanks to our robust automation capabilities. All the various tasks required to launch a campaign, like posting to social media and sending emails, are done automatically in complete unison with just the click of a button.
EXPANSIVE REACH WITHOUT LEAVING THE OFFICE
With turn-key advertising solutions (optional), we’ll be expanding your reach, growing your social media following, and driving traffic from social networks. Our advertising plans are affordable for nearly every budget.
TRANSPARENT, DATA-DRIVEN RESULTS
We are driven to produce results! With the click of a button you’ll have instant, on-demand access to easy-to-read analytics so you can see how each and every campaign is performing. How’s that for transparency and simplicity?
START SCALING YOUR MARKETING Automatically
CLAIM YOUR TERRITORY
Check to see if your territory is still available.
SET UP YOUR ACCOUNT IN MINUTES
Simply add your contact info, logo, and disclosures, etc… A Success Specialist will reach out to verify your account setup, and will guide you in kicking off your automated marketing system.
WATCH YOUR BUSINESS GROW ON “AUTOPILOT”
Every month you’ll be launching fresh, timely, and goal-focused campaigns like magic. A Success Specialist will provide guidance on your “launch” to make sure everything aligns with your growth objectives. All campaign metrics will be tracked so you can sit back and witness your “autopilot” growth.
Ready To Dominate Your Territory With 100% Exclusivity?
*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.