Marketing automation for financial advisers who care about meaningful connections

Imagine better prospects and delighted clients

Original Content + Easy Automation + Proven System

“I can honestly say Snappy Kraken is the easiest and most
impactful system I’ve used in my over 25 years in the industry.”

— Mark Silverman, CFP®

A complete strategy for moving relationships from cold, to gold...

Get Noticed

Bold, unique content grabs attention across many channels

Earn Contacts

Compelling offers generate email subscribers

Build Credibility

Educational nurturing sequences turn subscribers into warm leads

Start Conversations

Action-focused content encourages dialogue and meeting requests

Win Clients

Purposeful outreach makes prospects excited to work with you

Deepen Relationships

Timely, meaningful messages grow client relationships and drive referrals

A Complete Digital Marketing Strategy Ready To Deploy

Proven strategy, modern tactics, and flawless execution – all done for you

Never wonder what to send
Never wonder what to send because you’ll have the perfect balance of evergreen and timely content at your fingertips
Promote your business consistently
Promote your business consistently and stay front of mind with your potential clients via email and all major social media platforms.
Never let a lead go cold
Never let a lead go cold. Once they’re in your funnel, the nurturing will never end. When they’re ready, you’ll be top of mind!
Make sure your clients always feel special
Make sure your clients always feel special with automated messages that feel authentic and personal.
Michael H. Baker
Michael H. Baker
Manager, Founding Member
Vertex Capital Advisors
“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!”

Wow clients and win prospects with spectacular original content

Stop relying on curated articles from media outlets or bland content libraries

Send a newsletter your contacts can’t ignore

Send a newsletter your contacts can’t ignore

Entertain and enlighten your clients, prospects, and followers

Interactive elements, stunning graphics, and timely topics brought together in a newsletter campaign unlike any other. Plus, this newsletter isn’t just email — it’s heavily promoted on social media too!

Target niches and specialties with ease

Target niches and specialties with ease

Showcase your relevance and specialized expertise

Instead of sending the same content to everyone (which doesn’t work) set up separate contact lists for specific audiences so they only receive content that is relevant for them.

Build trust with well-timed email messages

Build trust with well-timed email messages

Always have right words, at the right time

Be prepared with thoughtful messages for your clients at the moment when markets become volatile or crises break out. Calm nerves, build trust, and restore confidence during critical moments.

Generate fresh leads every month

Generate fresh leads every month

Keep new business flowing year round

Receive fresh, ready-to-launch lead-gen campaigns every month — some on timely topics like tax planning or market conditions, others for specific audiences like women, executives, or physicians.

Make a personal connection with video

Make a personal connection with video

Say goodbye to canned videos — be the star of your own show

We give you the pre-written script, recording instructions, and all the promotional elements to broadcast your personality-infused bi-weekly messages on email and social media.

Victor Gaxiola
Victor Gaxiola
Co-Founder and Head of
Marketing TechGirl Financial
“We run Snappy campaigns every month and love the ability to customize the content with email marketing and social posts. The FINRA letter also makes it a breeze to get it through our compliance review.”

Amazingly crafted content
that actually works

Portfolio Event
Portfolio Event
Portfolio LG2
Portfolio Video
Portfolio VIN1
Portfolio VIN2
Streamlined and automated marketing journeys for prospects and clients at every stage
Nina O’Neal
Nina O’Neal
Investment Advisor, Partner
Archer Investment Management
“We increased social media & client communications by 300% using Snappy Kraken!”

Put an end to tedious marketing
tasks and take back your time

Accomplish hundreds of hours worth
of work in just a few minutes

  • Receive timely, ready-to-use content every week
  • Compliant and FINRA reviewed in advance
  • Add your personal touch (if desired) and deploy in minutes
  • Tens of thousands of $$$ in content monthly for less than $8 a day
  • Professional marketing guidance from a team of true experts
Michael Lecours
Ohanesian/Lecours, Inc.
“With Snappy Kraken, you hit one button and it works.”
David Ortiz
David Ortiz
Managing Partner
Financial Chef, LLC
“10 people reached out to me and three asked for an appointment. I met today with Scott who I met years ago networking in Miami. He has a net worth of $40MM with $10MM in equities. He has always done his own investments but told me that he was compelled to call me. Not sure what it will lead to, but I would not have had the opportunity without Snappy Kraken.”

U.S. Based, Full-Stack Support,
Every Step Of The Way

Implementing new technology
can feel overwhelming at times.
We take the pain away.

Get started fast with step-by-step onboarding guidance
Learn the latest marketing techniques at Weekly Success Workshops
Access training anytime with our comprehensive knowledge base
Get personalized strategic guidance during one-on-one sessions
Jeremy Dreesen
Jeremy Dreesen
Financial Services Professional
American Heritage Financial, LLC
“The support is amazing! I am thoroughly pleased, they go way above and beyond even my wildest expectations.”
Snappy kraken is not right For you if…
You need a quick fix.
We don’t promise hype like ”instant hot leads” or “10x your biz tomorrow”. Sustainable results take time.
You can’t invest one hour per month into your marketing.
We’ll save you hundreds of hours, but you still have to invest in the process.
You want 100% creative control.
Our campaigns are methodically engineered and multi-split-tested to ensure maximum results.
You want to customize everything.
We give you the right amount of personalization, but we limit certain modifications so performance doesn’t suffer.
Snappy kraken is right For you if…
You demand quality.
You’re tired of canned, bland, and random marketing content that doesn’t work.
You know the value of your time.
You’re a great financial adviser, but marketing takes too much time or frustrates you.
You care about meaningful connection.
You know you can’t serve everyone, but you’re committed to lasting relationships with ideal clients.
You see the big picture.
You understand that marketing isn’t just about lead gen; it’s about awareness, nurturing, and ongoing engagement.

You could spend countless hours running
your own marketing experiments… or you can use a system
that’s proven to work



Campaigns launched



worth in ready-to-use campaigns



of Snappy Kraken members would recommend using Snappy Kraken to other advisers.



of Snappy Kraken members said we helped them grow business in 2020.

On average, Snappy Kraken members attributed


of their 2020 revenue growth to Snappy Kraken.



of Snappy Kraken members said we helped them keep in better touch with their clients.

Grow Your

12 Months
Use Snappy Kraken for 12-months and watch your business grow. If you are unsatisfied with your results after following our program for a year, tell us what you think Snappy Kraken was worth and we’ll write you a check for the difference.*

*Applies to membership fees only. Setup fees and optional add-ons like video production, online advertising and extra territories are not included.