2 min read

Beyond Opens and Clicks: See Your Marketing Impact in AUM

Know the predicted AUM in your prospect list. See how campaigns move prospects through your pipeline. Act on the right opportunities.

3 min read

[NEWS] Snappy Kraken Unveils Bidirectional CRM Integration for AI-Powered Marketing Intelligence

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing...

1 min read

Thanksgiving - Holiday Email

This email and text provide a meaningful way to honor Veterans Day while connecting with clients or prospects who are veterans or have veterans in...

1 min read

Veterans Day - Holiday Email

This email and text provide a meaningful way to honor Veterans Day while connecting with clients or prospects who are veterans or have veterans in...

1 min read

Trusts vs. Wills - Video Campaign

Content sponsored by Trust & Will Help your clients or prospects understand the key differences between trusts and wills, empowering them to make...

2 min read

Case Study: Explosive Growth in Action: Advisors Excel

Advisors Excel has doubled AUM from $20 billion to $40 billion in just five years—showcasing the results that come from aligning marketing, sales,...

2 min read

How LPL Advisors Are Turning Estate Planning Into a Referral Engine

See why top-performing LPL advisors are using estate planning to deepen relationships, uncover hidden assets, and generate more referrals. Here’s...

3 min read

The Three Types of Wealth That Define Retirement - Visual Insights Newsletter

This Visual Insights Newsletter campaign reframes retirement planning in a way that hits home emotionally while staying grounded in research and...

3 min read

Q3 2025 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

3 min read

The Shutdown and Your Portfolio - Timely Email

This content is a timely, calm-in-the-chaos message about government shutdowns and how they affect investors. This email and accompanying text...