Blog

4 min read

Not to Brag... Our Clients Did It for Us

2 min read

What Top-Growing Advisory Firms Are Doing Differently in 2026

When we sat down to host our recent webinar, 2026 Marketing Trends Shaping Financial Advisor Growth, we weren’t looking for polished theory.

3 min read

250% Growth with Snappy Kraken

Highlighting a real client success story by covering Pacific Wealth Management Group's case study. We explore how the firm used Freedom360 to create...

3 min read

FPA and Snappy Kraken Combine Forces To Raise Consumer Awareness of Financial Planning

Consumers have more access to information than ever before, yet many still struggle to clearly understand what holistic financial planning truly...

1 min read

Social Media Compliance for advisors

Compliant Social Media Marketing for Financial Advisors in 2026 Social media has matured from optional visibility channel to core business...

3 min read

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.

2 min read

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...

4 min read

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...

2 min read

How a Solo Advisor Stays Top-of-Mind

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

2 min read

Driving Engagement as an Advisors Excel Firm

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