2 min read

Jolt 2025: The #1 Marketing Conference for Financial Advisors

Jolt! 2025 ▶️ June 9–11 | Nashville, TN If you're serious about growing your firm, sharpening your marketing, and standing out in a crowded...

3 min read

Q1 Wrap-Up: Smart Marketing, AI-Powered Tools & What’s New at Snappy Kraken

The first quarter of 2025 is already off to a strong start—and if your calendar has been anything like ours, it’s been non-stop. In case you missed...

3 min read

Snappy Kraken: The HubSpot for Multi-Advisor Firms—But Better

Marketing for a financial firm isn’t a solo effort. Whether you're a multi-advisorRIA, an ensemble practice, or a growing medium to large firm, your...

2 min read

Meet The Enterprise Hub: Next-Level Marketing for Financial Firms

Managing marketing across a large advisor network shouldn’t feel like herding cats. Snappy Kraken’s Enterprise Hub puts you in the driver’s seat,...

2 min read

The New Campaigns App: Financial Advisor's Path to Higher Engagement and Organic Growth

Advisors today face endless demands, from engaging clients to managing day-to-day activities, like compliance and marketing. With Snappy Kraken’s new...

5 min read

The Financial Advisor’s Ultimate Guide to Building Client Trust

In today’s high-stakes financial world, expertise alone doesn’t cut it. What sets top advisors apart? Emotional intelligence—the power to connect,...

1 min read

[Podcast] Steal My Strategy: Breaking Down Economic Barriers with Kyla Scanlon

What if someone told you they could make the economy, markets, and fiscal policy not just understandable, but downright engaging? Introducing...

2 min read

[NEW] Social Security - Lead Generation Campaign for Financial Advisors

This campaign serves a dual purpose: it educates prospects on the important—and often overlooked—aspects of Social Security while positioning you,...

1 min read

[NEW] CFP® Client Bill of Rights - Prospect Engagement Campaign for Financial Advisors

This prospect engagement campaign highlights the benefits of the CFP® credential. It is designed to help prospects evaluate financial advisors and...

1 min read

[NEW] Medicare Annual Enrollment - Lead Generation Campaign for Financial Advisors

The "2024 Medicare Annual Enrollment Lead Generation Campaign" is designed to help financial advisors capture new leads by providing valuable...