7 min read
Everyone benefits from planning their estate. It's a natural step in securing financial legacies and ensuring loved ones are taken care of. While the...
![[NEW] Annual Client Review - Single Email](https://snappykraken.com/hubfs/Screenshot%202024-07-19%20at%201.32.03%20PM.png)
1 min read
Do you hold annual client reviews? Have you automated any processes around sending out reminders to your clients for their check-ins? Annual client...
![[Podcast] Steal My Strategy: Building Stronger Client Relationships & Driving More Referrals](https://snappykraken.com/hubfs/YCharts%20-%20Blog%20Header.jpg)
1 min read
In this very special episode of Steal My Strategy, we're republishing, with permission, a webinar featuring Robert Sofia, CEO of Snappy Kraken,...
![[NEW] Q2 2024 Quarterly Financial Update](https://snappykraken.com/hubfs/Quarterly%20Financial%20Update.jpg)
1 min read
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign builds credibility by giving your clients and...
![[NEW] Dangers of FOMO - Timely Email](https://snappykraken.com/hubfs/Timely%20Email%20Dangers%20of%20FOMO%20Blog%20Header%20Image.jpg)
2 min read
Our latest timely email discusses the fear of missing out (FOMO) in investing, highlighting the importance of a disciplined and diversified approach...
![[NEW] Estate Planning Mistakes & How to Avoid Them - Visual Insights Newsletter Marketing Campaigns For Financial Advisors](https://snappykraken.com/hubfs/Estate%20Planning%20Mistakes%20%26%20How%20to%20Avoid%20Them%20VIN%20Blog%20Header%20Image.jpg)
2 min read
Educate, entertain, and inform your clients and prospects on how to avoid estate planning mistakes in this issue of our Visual Insights Newsletter.
![[Podcast] Steal My Strategy: SEC-Compliant Marketing: The Power of Client Reviews with Brian Thorp](https://snappykraken.com/hubfs/Brian%20Thorp%20-%20Blog%20Header.jpg)
1 min read
One of the most effective marketing tools is the positive experiences of your clients. Potential clients trust firsthand satisfaction, making the...
![[NEW] Vibecession - Timely Email](https://snappykraken.com/hubfs/Vibecession%20Timely%20%20Email%20Blog%20Header%20Image.png)
1 min read
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
![[NEW] Motivation - Personal Connection Video](https://snappykraken.com/hubfs/Motivation%20Personal%20Connection%20Video%20Blog%20Header%20Image.jpg)
1 min read
It has never been so easy to get started with video marketing.
![[NEW] The Role of a Power of Attorney - Single Email](https://snappykraken.com/hubfs/The%20Role%20of%20a%20Power%20of%20Attorney%20Single%20Email%20Blog%20Header%20Image.png)
1 min read
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
