RESOURCES LIBRARY
3 min read
TDLR; Connecting a financial advisor CRM to marketing automation turns stored relationships into reachable audiences. In Snappy Kraken platform data,...
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TDLR; In Snappy Kraken’s 2025 platform data, financial advisor website visitors increased 10.3%, website form submissions rose 110% and...
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TDLR; A financial advisor website has three jobs in 2026: help search and AI understand the firm, help prospects validate trust and fit, and give...
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TDLR; AI is changing advisor discovery by helping prospects research financial questions, compare approaches, and evaluate firms before they visit an...
3 min read
The advisors who finish the year with momentum don't start planning in October; they start in July. Learn five ways to prepare your marketing now,...
3 min read
TDLR; The State of Digital & AI 2026 is Snappy Kraken’s annual report on how digital marketing is changing for financial advisors. This year, the...
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4 min read
Every year, advisor marketing evolves. Some changes are gradual. Others fundamentally reshape how advisors attract prospects, build trust, and grow...
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3 min read
(The Second Best Time Is Today.) TL;DR: Financial advisors spend their careers teaching clients about the value of starting early. The same principle...
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3 min read
TL;DR: A prospect waited seven years before becoming a client. What happened in between? This article explores the role of long-term lead nurturing,...
6 min read
Most advisor firms want to know what is working right now. Is it seminars, social media, buying leads, referrals, email, events, paid advertising....
