RESOURCES LIBRARY
4 min read
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 client, Antonio “Tony” Lugo, CFP®, uses Snappy Kraken to maintain consistent, compliant, and authentic outreach across email, social, video,...
2 min read
Increased Engagement and Faster Lead Conversion Inside the Mind of an Advisors Excel Advisor & Marketer
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4 min read
TL;DR Summary FMG Suite helped define the early era of digital marketing for advisors — but Snappy Kraken has redefined it. By combining AI-powered...
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4 min read
TL;DR Summary Snappy Kraken helps financial advisors grow smarter by automating the right things — not everything. Its AI-powered platform, automated...
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5 min read
TL;DR Summary Marketing automation helps financial advisors streamline marketing, personalize communication, and grow efficiently. By combining...
1 min read
Utilizing Freedom 360, Done-For-You Marketing Chad Karl, Boutique, Independent Financial Planning
3 min read
Client events are one of the most effective strategies for financial advisors to deepen client relationships, stay top-of-mind, and create memorable...
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2 min read
The holidays arrive fast and for many financial advisors, it’s already a sprint. Between client meetings, planning season, and year-end follow-ups,...
4 min read
As a financial advisor, the FINRA gift-limit rule can feel restrictive: you’re capped at giving only up to $100 per person per year for...
