Benchmarks give you a measuring stick for your marketing. Without them, you are playing the game blind, which is a recipe for failure (and lots of...

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

Tax season is an excellent time to leverage awareness of tax bills to get help with tax optimization. Use this simple email to encourage prospects...

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

ORMOND BEACH, FLORIDA – March 14, 2023 – Snappy Kraken, a MarTech innovator working with financial services professionals, today announced the return...

  How do financial advisors currently execute on marketing and why does it take up so much of their time and money? The sad reality is, many...

Do you want to connect with prospects who are interested in leveraging tax-saving opportunities? This campaign is for you.

  The purpose of this campaign is to enlighten clients and prospects about potential gaps in their tax knowledge. Many people experience knowledge...

  This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during...

For each problem, there is a solution, and this sentiment applies to every aspect of financial advisor marketing. Some common problems advisors run...