One of our values at Snappy Kraken is continued education, and in the Marketing Department, part of that means each of us presenting a monthly book review.
Not all of the books we review will make it to a blog post, because not all of them will be relevant to Financial Advisers, or marketing as a whole, but all the videos will be up on our YouTube channel.
The reviews will be around 10 minutes, which by no means is enough time to cover every aspect of each book.
Spring is in the air, and hopefully that means warmer weather and the opportunity to open our windows and air out our homes. It’s also a time when we think about cleaning and decluttering.
Lean into your clients’ and prospects’ seasonal “Spring cleaning” urges with this Visual Insights Newsletter, which takes a topic that could be dull or overwhelming — financial decluttering — and breathes fresh air into it by breaking it into 7 simple, actionable steps.
These 7 steps not only clear the financial clutter, they can help readers save money and clarify their long-term goals. Plus, the customizable Financial Lesson lets you add your own spin to make an authentic connection with your readers.
Tax season is just around the corner! Between the Tax Cuts and Jobs Act (TCJA), SECURE (Setting Every Consumer Up for Retirement Enhancement) Act, and COVID-19 rescue acts, leveraging tax opportunities could be more challenging than ever.
Reach out to existing clients and prospects with our new lead generation campaign, 2021 Tax Opportunities, which highlights some of the key tax differences for this year — and 6 actions your readers can take now to potentially save money in the years to come.
The campaign explains potential savings opportunities in simple, easy-to-understand terms while highlighting the need for expert advice from a financial professional.
Most retirees will eventually need some form of long-term care (LTC) as they age. But most of them don’t have a solid plan for funding it.
With this campaign, you can give your prospects a tool to help them think about the questions they should be asking now about their future LTC needs. This opens the door for LTC planning conversations, with you positioned as the expert to guide them through their next steps.