Feb 18, 2021 By Tyler

Book Reviews, Marketing

All Marketers Tell Stories | Snappy Book Reviews

Welcome to the first Snappy Kraken book review!

One of our values at Snappy Kraken is continued education, and in the Marketing Department, part of that means each of us presenting a monthly book review.

Not all of the books we review will make it to a blog post, because not all of them will be relevant to Financial Advisers, or marketing as a whole, but all the videos will be up on our YouTube channel.

The reviews will be around 10 minutes, which by no means is enough time to cover every aspect of each book.

So, if you enjoy what we’re talking about, support the author and scoop up a copy for yourself.

Check out the video review below, or keep scrolling for a more in-depth discussion of the book.

Read more

Feb 17, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | What Makes You Happy?

There’s plenty in the world to fret over right now.

And those are certainly conversations you should be having with your clients and prospects.

But sometimes, we just need a break from the chaos to walk through nature, spend time with family, read a good book, or whatever else brings us joy.

This single-topic email is designed to get your contacts into that frame of mind.

After all, this business is about making meaningful connections,  connections that this type of communication will help you build.

More about this campaign:

Read more

Feb 11, 2021 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Tax Planning in 2021

A new Executive Branch likely means new tax codes.

What does that mean for your clients’ and prospects’ tax planning in 2021?

Our latest Personal Connection Video is designed to keep your face in front of them and help them understand what might be to come this year.

Want to see how it works? Check out this video overview of our Personal Connection Videos: Read more

Feb 2, 2021 By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Financial Spring Cleaning

Spring is in the air, and hopefully that means warmer weather and the opportunity to open our windows and air out our homes. It’s also a time when we think about cleaning and decluttering.

Lean into your clients’ and prospects’ seasonal “Spring cleaning” urges with this Visual Insights Newsletter, which takes a topic that could be dull or overwhelming — financial decluttering — and breathes fresh air into it by breaking it into 7 simple, actionable steps.

These 7 steps not only clear the financial clutter, they can help readers save money and clarify their long-term goals. Plus, the customizable Financial Lesson lets you add your own spin to make an authentic connection with your readers.

Read more

Feb 2, 2021 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | 2021 Tax Opportunities

Tax season is just around the corner! Between the Tax Cuts and Jobs Act (TCJA), SECURE (Setting Every Consumer Up for Retirement Enhancement) Act, and COVID-19 rescue acts, leveraging tax opportunities could be more challenging than ever.

Reach out to existing clients and prospects with our new lead generation campaign, 2021 Tax Opportunities, which highlights some of the key tax differences for this year — and 6 actions your readers can take now to potentially save money in the years to come.

The campaign explains potential savings opportunities in simple, easy-to-understand terms while highlighting the need for expert advice from a financial professional.

Read more

Jan 29, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | What’s Up With GameStop?

Armchair traders beat Wall Street at its own game, and Wall Street cried, “we’re taking our ball and going home!”

The short squeeze on GameStop stock was national news for days, but to most, the details of what happened are still opaque.

“What does this mean for my investments?”

“Will it happen again?”

“Is this “the great leveler” that so many people think it is?”

Your clients and prospects are wondering all this and more. Launch our latest email to give them the answers they need.

More about this campaign:

Read more

Jan 25, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | New President, New Policies

The first day of the new presidency saw a dozen Executive Orders and a handful of memorandums.

And the second day didn’t slow down.

But how do these new policies, along with expected legislation, impact investments?

Your clients and prospects are undoubtedly asking the same question.

Help them understand what the transition of power means for their money.

More about this campaign:

Read more

Jan 20, 2021 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Starting the Year Off Right

How do you follow up a year like 2020?

By getting in the right frame of mind and preparing for success in the new year.

We’ve built our newest Personal Connection Video around a simple but effective 3-step process to help your contacts start off 2021 on the right foot.

Want to see how it works? Check out this video overview of our Personal Connection Videos: Read more

Jan 14, 2021 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | The Sensitive Truth About Aging

Most retirees will eventually need some form of long-term care (LTC) as they age. But most of them don’t have a solid plan for funding it. 

With this campaign, you can give your prospects a tool to help them think about the questions they should be asking now about their future LTC needs. This opens the door for LTC planning conversations, with you positioned as the expert to guide them through their next steps.

Read more

Jan 12, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Politics & Markets

Markets rallied to new records the same day that protestors stormed the Capitol building.

How does that happen?

And what does a Democrat-controlled White House and Congress mean for my investments?

Both your clients and prospects are asking these questions and more.

Our latest timely email answers them while helping put your contacts’ minds at ease.

More about this campaign:

Read more

Older posts