Blog

4 min read

What Are the Best Marketing Tools for Financial Services?

There's no doubt that financial advisor marketing has changed over the past few decades. There’s technology to manage, regulations to follow, and a...

1 min read

[NEW] Q1 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...

1 min read

[NEW] Language and Focus - 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...

1 min read

[NEW] Financial Spring Cleaning - Visual Insights Newsletter Marketing Campaigns for Financial Advisors

Educate and inspire clients and prospects about the benefits of giving their finances a good spring clean. Financial clutter can be a real problem...

1 min read

[NEW] 90-Day Client Value Building - Client Retention Campaign

Make deeper connections with your clients with this Value Building Campaign. Let clients know you care and are interested in their financial future.

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[NEW] Tax Time - Personal Connection Videos

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...

2 min read

[NEWS] Snappy Kraken Launches Freedom360, Premium, Done-For-You Marketing Solution for Financial Advisors

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator serving financial services professionals, today announced the launch of its...

4 min read

What Are Marketing Benchmarks for Financial Services?

Benchmarks give you a measuring stick for your marketing. Without them, you are playing the game blind, which is a recipe for failure (and lots of...

1 min read

[NEW] Markets & Fed Moves - 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...

1 min read

[NEW] Tax Planning Offer - Timely Email

Tax season is an excellent time to leverage awareness of tax bills to get help with tax optimization. Use this simple email to encourage prospects...