250% Growth with Snappy Kraken

Highlighting a real client success story by covering Pacific Wealth Management Group's case study. We explore how the firm used Freedom360 to create a more consistent marketing system, stay in front of prospects, and support significant growth over time.

There’s a moment a lot of advisory firms hit sooner or later.

The firm is growing. Referrals are coming in. Advisors are building relationships. Business is moving.

And yet marketing still feels like something that lives on a sticky note.

It’s important. Everyone agrees on that. But actually doing it consistently is another story.

Emails get delayed. Campaign ideas sit half-finished. Social posts happen in bursts. Follow-up depends on whoever has time that week. The strategy may be sound, but the execution is unpredictable.

For Pacific Wealth Management Group, Freedom360 didn’t just make marketing easier to think about. It made marketing easier to do. And that shift mattered.

With a more consistent system in place, the firm was able to stay visible, nurture leads, and build momentum in a way that contributed to a 250% growth in assets under management over two and a half years.

That’s the headline.

But the more interesting story is how it happened.

The real bottleneck was not ideas. It was execution.

This is where many firms get stuck.

They know marketing matters. They know they should be showing up consistently. They know prospects need more than one touchpoint before they become clients. But knowing that and building repeatable campaigns are two very different things.

Pacific Wealth Management Group had lead flow. What they needed was a better way to keep those leads warm and moving.

As Kevin Lonergan puts it, “We had a large source of leads. Without something like Snappy Kraken, we wouldn’t have had a way to manage or nurture those relationships.”

That’s such an important distinction.

This wasn’t a case of a firm starting from zero visibility. It was a case of a firm needing a stronger system behind the scenes. A firm can generate interest all day long, but if there’s no consistent follow-up, no coordinated outreach, and no reliable way to stay in front of people, growth starts depending on memory, bandwidth, and luck.

That’s not a marketing strategy. That’s a marketing scramble.

Freedom360 with Snappy Kraken changed that.

Freedom360 gave the firm something better than more content

A lot of marketing platforms promise content.

And content is great. But content by itself does not solve the biggest problem most advisors face.

The biggest problem is this: who is actually going to get the marketing out the door?

In our case study, Kevin shared what stood out most to him was that Freedom 360  “didn’t just provide content—it provided execution.” Campaigns could run across email, social media, and landing pages automatically, using professionally created content already designed for financial advisors.

Because the breakthrough wasn’t, “Now we have more marketing ideas.”
It was, “Now the marketing actually happens.”

And when marketing actually happens, consistently, good things tend to follow.

Kevin said it plainly: “To me, it was the perfect system - exactly what we needed.”

That’s the kind of quote that lands because it doesn’t sound overworked. It sounds like relief.

Visibility is great. Visibility plus timing is even better.

One of the strongest parts of the story is that marketing automation didn’t just help the firm publish more often. It also gave advisors better insight into engagement.

They could see who was opening emails, clicking links, and interacting with content. And that meant follow-up became warmer, smarter, and more timely.

Kevin describes it this way: “Advisors can see who’s interacting with the content. Then they reach out and say, ‘Hey, I noticed you’ve been reading some of these.’”

That’s a small quote with big implications.

It turns outreach from a cold guess into a relevant conversation.

It helps advisors follow up when there is actual interest, not just when the calendar reminds them to do it.

And in an industry built on trust and timing, that kind of visibility can make a major difference.

That is what good marketing should do. Not replace relationships. Create more opportunities for them.

The results are hard to ignore

With Freedom360 helping power ongoing outreach, Pacific Wealth Management Group saw approximately 250% growth in assets under management over two and a half years.

Campaign activity also showed strong engagement:

• 1,000+ contacts reached

• 24,000+ emails sent

• 600+ clicks

• 300+ landing page views

Those numbers matter on their own.

But they matter even more in context.

These were not vanity metrics floating in isolation. The case study ties them directly to visibility, engagement tracking, and better follow-up. The campaigns helped the firm stay in front of prospects, identify interest, and convert that interest into meaningful client conversations.

That is what makes this more than a “marketing success story.”

The advisors who use - rely on it

Today, half of the advisors at Pacific Wealth Management Group actively use Snappy Kraken, especially the ones focused on expanding their practices. For them, advisor marketing is no longer an occasional project. It is an ongoing system running alongside client work.

And Kevin’s assessment is telling: ”At a high level, it’s become a very important part of our marketing. The advisors who use it rely on it every week.”

That’s a strong proof point because it speaks to adoption, not just admiration.

A lot of marketing tools sound good in theory. The real question is whether busy advisors keep using them once real life kicks in.

These financial advisors did.

Want the full story?

This blog only scratches the surface.

The full case study goes deeper into how Pacific Wealth Management Group used Freedom360 to stay in front of prospects, support advisor growth, and turn consistent marketing into a true growth engine.

Read the full case study here.