Blog

2 min read

From Search to Connection: Why FPA PlannerSearch Matters in the Age of AI

Someone looking for financial advice might search Google for “financial planner for a business sale.” Someone else might ask an AI tool how to find...

3 min read

From Insight to Action: What We Learned Together in Q3

We started Q3 with a question: What can real advisor marketing results teach us about growing an advisory business? State of Digital + AI 2026 gave...

3 min read

[NEWS] Snappy Kraken Launches Snappy AI, a Marketing Operations Coworker for Financial Advisors

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing...

2 min read

Introducing Snappy AI: Know What to Do Next With Your Marketing

Financial advisors have more ways than ever to market their firms. They can launch campaigns, connect their CRM, publish content and see how people...

3 min read

Smart Growth Suite Wins a Wealthies Award, and Signals What’s Next for Advisor Marketing

Earlier this year, Snappy Kraken was named a finalist in three categories for the 2026 Wealth Management Industry Awards. At the time, we said those...

3 min read

Christmas in July

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

What Is Snappy Kraken’s State of Digital & AI 2026 — and Why This Year Is Different

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...

4 min read

Three Wealthies Finalist Recognitions. One Clear Direction for Advisor Marketing.

Every year, advisor marketing evolves. Some changes are gradual. Others fundamentally reshape how advisors attract prospects, build trust, and grow...

3 min read

The Best Time to Build a Marketing System Was 15 Years Ago.

(The Second Best Time Is Today.) TL;DR: Financial advisors spend their careers teaching clients about the value of starting early. The same principle...

3 min read

Good Leads Don't Disappear. They Wait.

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,...