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Measuring Marketing ROI as a Financial Advisor: What Actually Matters

Most Advisors Struggle to Measure Marketing ROI Ask a financial advisor if marketing matters, and the answer is almost always, yes.

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Why Financial Advisors Need Campaign Automation in 2026

The New Year Reset: Why 2026 Changes the Marketing Game for Advisors Every January brings fresh goals for financial advisors: grow AUM, deepen client...

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Video Works. Execution Is Where Most Advisors Get Stuck.

Video is one of the most effective ways to build trust with prospects before they ever meet you. Most advisors and firms do not have a belief problem...

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How a Solo Advisor Stays Top-of-Mind

If you’re a solo advisor, you already know the tension.

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Driving Engagement as an Advisors Excel Firm

Increased Engagement and Faster Lead Conversion Inside the Mind of an Advisors Excel Advisor & Marketer

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Snappy Kraken vs. FMG Suite: The Modern Marketing Automation Platform for Financial Advisors in 2026

TL;DR Summary FMG Suite helped define the early era of digital marketing for advisors — but Snappy Kraken has redefined it. By combining AI-powered...

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How Snappy Kraken Helps Financial Advisors Automate Growth (Without Losing the Human Touch)

TL;DR Summary Snappy Kraken helps financial advisors grow smarter by automating the right things — not everything. Its AI-powered platform, automated...

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Marketing Automation for Financial Advisors: The 2026 Guide to Smarter, Scalable Growth

TL;DR Summary Marketing automation helps financial advisors streamline marketing, personalize communication, and grow efficiently. By combining...

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Case Study: StoneX Wealth Management Advisor Transformed Client Acquisition with Snappy Kraken

How a StoneX Wealth Management Advisor Transformed Client Acquisition with Snappy Kraken Chad Karl, Boutique, Independent Financial Planning

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How Financial Advisors Can Leverage Wholesalers to Host High-Impact Client Events

Client events are one of the most effective strategies for financial advisors to deepen client relationships, stay top-of-mind, and create memorable...