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[NEW] Individual Stock Risk: What the Research Shows - Timely Email

1 min read

[NEW] Individual Stock Risk: What the Research Shows - Timely Email

30 Jul, 2025 • BY Snappy Kraken

This email uses compelling stats and updated academic research to deliver a wake-up call about stock picking. It reveals just how rare the big...

Campaign Releases Single-Topic Emails Timely Emails
[NEW] Tax Changes Ahead: 7 Updates That May Affect You - Personal Connection Video for Financial Advisors

2 min read

[NEW] Tax Changes Ahead: 7 Updates That May Affect You - Personal Connection Video for Financial Advisors

27 Jul, 2025 • BY Snappy Kraken

This campaign is all about simplifying something that’s anythingbutsimple: the “One Big Beautiful Bill Act.” The main piece is a short video that...

Campaign Releases Personal Connection Videos
[NEW] What the New Tax Bill Could Mean for You - Timely Email

2 min read

[NEW] What the New Tax Bill Could Mean for You - Timely Email

16 Jul, 2025 • BY Snappy Kraken

This email gives clients and prospects a calm, clear-eyed look at how a massive new tax law could impact their finances—and positions you as the...

Campaign Releases Single-Topic Emails Timely Emails
[NEW] Q2 2025 Quarterly Financial Update

2 min read

[NEW] Q2 2025 Quarterly Financial Update

10 Jul, 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...

Financial Dashboard Campaign Releases
[NEW] Worried About Buying at the Top? - Timely Email

1 min read

[NEW] Worried About Buying at the Top? - Timely Email

03 Jul, 2025 • BY Snappy Kraken

This timely email helps advisors calm investor nerves about putting money to work when the market is at all-time highs. The message reinforces...

Campaign Releases Single-Topic Emails Timely Emails
[NEW] Connecting with the Next Generation - Email Communication

1 min read

[NEW] Connecting with the Next Generation - Email Communication

02 Jul, 2025 • BY Snappy Kraken

The “Connecting with the Next Generation” email series encourages clients to involve their adult children in financial planning. By highlighting the...

Communication Campaign Releases Timely Emails
[NEW] From Policy to Portfolio: How Tariffs Take a Toll - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

1 min read

[NEW] From Policy to Portfolio: How Tariffs Take a Toll - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

02 Jul, 2025 • BY Snappy Kraken

This campaign demystifies tariffs and connects them directly to consumers' lives, showing how a single policy shift can ripple through supply chains,...

Campaign Releases Visual Insights Newsletters
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
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