Beyond Opens and Clicks: See Your Marketing Impact in AUM

Guide: Beyond opens and clicks — why every advisor should know the value of their marketing in AUM A practical, advisor-friendly guide that shows how to view pipeline AUM, move prospects through the pipeline with targeted campaigns, and turn clarity into an AUM growth flywheel. Download the Guide

Why AUM-based visibility matters

Clicks do not fund your business. Assets do.

If reporting ends at activity metrics, you are flying blind. You cannot prioritize the right prospects. You cannot plan growth with confidence. You cannot prove marketing ROI in terms that matter to your firm.

AUM-based visibility replaces guesswork with clarity. You see the dollars tied to each stage of your pipeline. You know which relationships are most likely to become clients. You direct your energy toward the highest value opportunities.

What changes when you shift to AUM metrics:

• Better precision in hiring and marketing investments
• A clear growth story for your team and partners
• Campaign choices based on expected AUM lift, not hunches

Know the value in your pipeline 

You need a current picture of the predicted AUM in your pipeline. This is the potential value across your prospect list, AUM that you can start converting into clients with targeted marketing.

A modern view rolls up known and estimated assets from engaged prospects by segment and by source, so you finally have clarity on your pipeline value.

See how marketing moves prospects through your pipeline

Once you see pipeline AUM, the job is simple: move more people from early stages to later stages with relevant and consistent marketing campaigns.

Three principles

• Every stage needs a purpose. Cold needs awareness and trust. Warm needs education and clarity. Hot needs confidence and next steps.
• Relevance multiplies momentum. Match your message and offer to the stage and the need that brought them in.
• Consistency beats bursts. Small, steady touches across email, social, and text will outconvert one big push.

To speed up results, pair automation with a quick personal touch. An automated welcome within minutes, plus a short personal note within a day, lifts replies and pushes more people to the next stage.

Want to see real examples of content by pipeline stage?

Check out our latest guide, “Beyond opens and clicks — why every advisor should know the value of their marketing in AUM.”

 👉 Download Now

How Snappy Kraken makes this possible

Featured: AUM Pipeline Dashboard

See predicted AUM across each pipeline stage. Track movement as campaigns run. Measure marketing’s impact on growth in dollars, not clicks and opens.

Your pipeline and marketing impact in AUM dollars, at a glance

Additional tools that make the system work:

• Dynamic Groups
  Automatic segmentation by engagement, behavior, and assets. Build once and it updates continuously.
• Targeted, multi-step campaigns
  Proven programs that move prospects from interest to funded. Edit anything to match your voice and brand.
• Fast follow up
  Auto-Subscribe sends welcomes and follow ups within minutes so you never miss momentum.
• Personalized outreach with Marketing Hub
  Identify top opportunities from recent engagement. Send personalized messages in a few clicks and stay focused on contacts most likely to move forward.

Want to see how it works?

Get hands-on. Schedule a personalized demo to see how Snappy Kraken’s modern approach could impact your firm.

👉 Book Your Demo Now
👉 Download the Pipeline AUM Guide