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Q2 Recap: Fueling Organic Growth with the Power of Brand, Technology, and Connection

2 min read

Q2 Recap: Fueling Organic Growth with the Power of Brand, Technology, and Connection

30 Jun, 2025 • BY Snappy Kraken

Over the last few months our focus was: help financial advisors grow—organically, sustainably, and smartly. We didn’t just talk about marketing. We...

Marketing Marketing Strategies & Tactics
What Financial Advisors Can Learn from Four Leading Lead Gen Experts: Insights from Robert Sofia's Panel Session at Jolt!

4 min read

What Financial Advisors Can Learn from Four Leading Lead Gen Experts: Insights from Robert Sofia's Panel Session at Jolt!

27 Jun, 2025 • BY Snappy Kraken

In the ever-evolving world of financial advisory marketing, lead generation remains one of the most persistent—and perplexing—challenges. Advisors...

Lead Generation Marketing Marketing Strategies & Tactics
[NEW] Wealth Management Beyond Basics - Personal Connection Video for Financial Advisors

1 min read

[NEW] Wealth Management Beyond Basics - Personal Connection Video for Financial Advisors

25 Jun, 2025 • BY Snappy Kraken

This video-based campaign is a powerful nudge for clients who’ve crossed the million-dollar mark and need more than off-the-shelf advice. It outlines...

Campaign Releases Personal Connection Videos
[NEW] Market Volatility and Global Events - Timely Email

2 min read

[NEW] Market Volatility and Global Events - Timely Email

18 Jun, 2025 • BY Snappy Kraken

Markets are reacting. Here’s how to help clients and prospects stay grounded. This campaign tackles a tough topic—escalating Middle East conflict—and...

Campaign Releases Single-Topic Emails Timely Emails
Smart Growth Suite: Your Lead-to-Client System, Fully Built and Ready to Launch

3 min read

Smart Growth Suite: Your Lead-to-Client System, Fully Built and Ready to Launch

10 Jun, 2025 • BY Snappy Kraken

If you’ve been piecing together CRMs, tagging systems, and campaign tools—or relying on spreadsheets and manual tasks to follow up with leads—you’re...

Marketing Announcement
[NEW] Housing Market Cooling - Timely Email

1 min read

[NEW] Housing Market Cooling - Timely Email

05 Jun, 2025 • BY Snappy Kraken

The housing market is cooling, and this timely email helps advisors use that shift as a smart touchpoint to connect, build credibility, and invite...

Campaign Releases Single-Topic Emails Timely Emails
[NEW] How AI Is Changing Fraud (and What to Do About It) - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

1 min read

[NEW] How AI Is Changing Fraud (and What to Do About It) - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

03 Jun, 2025 • BY Snappy Kraken

This Visual Insights Newsletter, How AI Is Changing Fraud (and What to Do About It), spotlights the alarming rise of AI-driven scams. From voice...

Campaign Releases Visual Insights Newsletters
Why Your Website Matters More Than Ever in 2025 (And What “AI-Ready” Really Means)

2 min read

Why Your Website Matters More Than Ever in 2025 (And What “AI-Ready” Really Means)

19 May, 2025 • BY Snappy Kraken

Websites have been around forever—or at least, it feels that way. But in 2025, your financial advisor website isn’t just a digital front door. It’s a...

Lead Generation Marketing Marketing Strategies & Tactics
Future-Proof Your Advisory Firm: Client Engagement Strategies for Financial Advisors

2 min read

Future-Proof Your Advisory Firm: Client Engagement Strategies for Financial Advisors

06 May, 2025 • BY Snappy Kraken

In today's dynamic economic environment, financial advisors at mid-market firms face a critical challenge: retaining and nurturing client...

Lead Generation Marketing Marketing Strategies & Tactics
Why Financial Advisor Leads Aren’t Converting (And How the Lead Lifecycle Can Fix It)

2 min read

Why Financial Advisor Leads Aren’t Converting (And How the Lead Lifecycle Can Fix It)

25 Apr, 2025 • BY Snappy Kraken

Every financial advisor wants more leads. It’s one of the most common goals we hear from growing firms—and for good reason. But here’s the reality: ...

Lead Generation Marketing Marketing Strategies & Tactics
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