Blog

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[NEW] Single-Topic Email | Economy & Taxes

Is the economy rebounding like Shaq in the late 90’s?

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[NEW] Visual Insights Newsletter | Cryptocurrency

Crypto is (sort of) the new kid on the block that everyone is talking about.

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[NEW] Prospect Engagement Campaign | Estate Planning

The SECURE Act blew a hole through several common estate planning tools.

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[NEW] Personal Connection Video | Cryptocurrency

Is it a fad? The future? A dangerous frenzy?

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Different Types of Email Campaigns That Convert Well

In a previous article we talked about 4 best practices for email marketing that are guaranteed to get you results.

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[NEW] Single-Topic Email | Taxes Going Up?

With new leadership in D.C. trying to pass a $2 Trillion spending bill, your clients and prospects are probably wondering about upcoming tax hikes.

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[NEW] Visual Insights Newsletter | Money Lies (We Tell Ourselves)

Have you ever lied to yourself about money? Have your clients?

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[NEW] Single-Topic Email | What if Something Good Happens?

A lot of things are a mess right now.

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All Marketers Tell Stories | Snappy Book Reviews

Welcome to the first Snappy Kraken book review!

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[NEW] Visual Insights Newsletter | Financial Spring Cleaning

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...