RESOURCES LIBRARY
7 min read
Why financial advisors need to rethink their marketing strategy in the age of AI Financial advisors have never had more tools to create marketing...
3 min read
TDLR; Financial advisor marketing is becoming less linear and more connected. Data from more than 9,000 advisor users shows that website conversion...
3 min read
TDLR; Marketing automation makes repeatable advisor communication possible, but it does not replace strategy, campaign selection, review and...
3 min read
TDLR; Financial advisors should maintain year-round visibility but increase the relevance and clarity of next steps when financial decisions become...
2 min read
TDLR; Referral campaigns generated the highest email-to-form submission rate of any content type in the report—approximately 2% end-to-end—yet only...
3 min read
TDLR; Financial advisor email remained effective in 2025: campaign email volume increased 7.3%, total opens rose 4.9% and link clicks increased...
3 min read
TDLR; The financial advisor lifecycle marketing gap occurs when a firm creates awareness but does not provide a structured path toward a meeting,...
3 min read
TDLR; Connecting a financial advisor CRM to marketing automation turns stored relationships into reachable audiences. In Snappy Kraken platform data,...
3 min read
TDLR; In Snappy Kraken’s 2025 platform data, financial advisor website visitors increased 10.3%, website form submissions rose 110% and...
3 min read
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...
