3 min read

Case Study: How Peristyle Wealth Used Snappy Kraken To Cultivate a $150,000+ Year Relationship

Peristyle Private Wealth is an independent financial consulting firm offering concierge-style planning and investment management services for...

1 min read

[NEW] Travel Safety Tips - Visual Insights Newsletter Marketing Campaigns for Financial Advisors

Educate clients and prospects about 9 ways to travel smarter. For many clients and prospects travelling is a life highlight - it can be one of the...

1 min read

[NEW] State of the Economy - Timely Email

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

[NEW] Past Client Re-Engagement - Single Topic Email

Use this simple email to reactivate former clients and encourage them to book a new appointment with you. IMPORTANT! This email has not been reviewed...

1 min read

[NEW] Things Are Looking Up - Timely Email

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

[NEW] Student Loans Forgiveness - Single Topic Email

Use this simple email to offer clients and prospects advice on the recent Supreme Court student loans decision. IMPORTANT! This email has not been...

1 min read

[NEW] Q2 2023 Quarterly Financial Update

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...

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[NEWS] Snappy Kraken and Idea Decanter Harness the Power of Video to Drive Business Growth for Advisors

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator serving financial advisors, today announced its partnership with Idea...

3 min read

Who Are the Best Clients for Financial Advisors?

It may surprise you to know that for a high number of successful financial advisors, a client’s net worth doesn’t necessarily indicate their quality...

1 min read

[NEW] Negotiating Your Best Offer - Personal Connection Video

It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...