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How LPL Advisors Are Turning Estate Planning Into a Referral Engine

2 min read

How LPL Advisors Are Turning Estate Planning Into a Referral Engine

10 Oct, 2025 • BY Snappy Kraken

See why top-performing LPL advisors are using estate planning to deepen relationships, uncover hidden assets, and generate more referrals. Here’s...

Marketing Marketing Strategies & Tactics
[NEW] The Three Types of Wealth That Define Retirement - Visual Insights Newsletter

3 min read

[NEW] The Three Types of Wealth That Define Retirement - Visual Insights Newsletter

09 Oct, 2025 • BY Snappy Kraken

This Visual Insights Newsletter campaign reframes retirement planning in a way that hits home emotionally while staying grounded in research and...

Campaign Releases Visual Insights Newsletters
[NEW] Q3 2025 Quarterly Financial Update

3 min read

[NEW] Q3 2025 Quarterly Financial Update

08 Oct, 2025 • BY Snappy Kraken

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

Lead Generation Campaign Releases
[NEW] The Shutdown and Your Portfolio - Timely Email

3 min read

[NEW] The Shutdown and Your Portfolio - Timely Email

07 Oct, 2025 • BY Snappy Kraken

This content is a timely, calm-in-the-chaos message about government shutdowns and how they affect investors. This email and accompanying text...

Campaign Releases Single-Topic Emails Timely Emails
[NEW] Medicare Annual Enrollment - Lead Generation Campaign

2 min read

[NEW] Medicare Annual Enrollment - Lead Generation Campaign

01 Oct, 2025 • BY Snappy Kraken

This Medicare campaign is designed to help advisors build trust and drive action during the high-stakes Annual Enrollment Period, which ends December...

Lead Generation Campaign Releases
[NEW] Estate Planning Education - Email Communication

2 min read

[NEW] Estate Planning Education - Email Communication

01 Oct, 2025 • BY Snappy Kraken

Content sponsored by Trust & Will Help your clients understand the importance of estate planning and how it can provide clarity, control, and peace...

Campaign Releases
[NEW] General Fall Season - Holiday Email

1 min read

[NEW] General Fall Season - Holiday Email

29 Sep, 2025 • BY Snappy Kraken

This email and text is designed to give you another meaningful touchpoint with clients or prospects. It offers a simple, seasonal way to stay...

Campaign Releases Single-Topic Emails
A Few Key Takeaways — Kitces Report

4 min read

A Few Key Takeaways — Kitces Report

25 Sep, 2025 • BY Snappy Kraken

The Kitces Report: The Technology That Independent Financial Advisors Actually Use (And Like) offers a rare window into how firms are truly using...

Marketing Marketing Strategies & Tactics
[NEW] Retirement Income Planning - Prospect Engagement Campaign

3 min read

[NEW] Retirement Income Planning - Prospect Engagement Campaign

25 Sep, 2025 • BY Snappy Kraken

This campaign revolves around a crucial question every prospect should be asking: "Will my money last through retirement?" This Retirement Income...

Lead Generation Campaign Releases Prospect Engagement
[NEW] Recent Fed Rate Cut - Timely Email

3 min read

[NEW] Recent Fed Rate Cut - Timely Email

24 Sep, 2025 • BY Snappy Kraken

This timely email delivers a clear, relatable explanation of the Fed’s recent quarter-point interest rate cut—its purpose, the economic backdrop, and...

Campaign Releases Single-Topic Emails Timely Emails
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