Case Study: StoneX Wealth Management Advisor Transformed Client Acquisition with Snappy Kraken

How a StoneX Wealth Management Advisor Transformed Client Acquisition with Snappy Kraken

Chad Karl, Boutique, Independent Financial Planning

Challenge

Chad Karl, a certified financial planner with over 32 years of experience, runs a boutique, independent practice focused on comprehensive client service — including insurance, retirement, investment, tax, and estate planning.

Before partnering with Snappy Kraken, Chad faced some marketing challenges:

• Creating all marketing materials in-house, including content ideation and compliance-friendly versions.
• Maintaining consistent branding and professional quality across websites,  email campaigns, and social media.
• Limited time and marketing experience to handle marketing while also serving clients.
• Reliance on third-party marketing materials that lacked brand cohesion and client personalization.

“Creating my own marketing can only be described as a nightmare. My mind would run constantly, and I found it to be a distraction from my core business, serving my clients' financial needs. This is where I’d rather spend my time and energy.”

These issues diverted Chad’s time and energy away from his core responsibility and passion: working directly with clients and prospective clients.

Marketing, compliance review, and content creation became a significant distraction from his primary business focus.

Solution

By implementing Snappy Kraken’s Freedom360, Chad was able to:

• Streamline marketing processes with ready-to-use materials.
• Maintain consistent branding and messaging across all client touch points.
• Automate campaigns that kept clients engaged and nurtured leads without requiring additional staff.
• Free up time to focus on providing comprehensive financial planning services.

Results

The implementation of Snappy Kraken delivered measurable, high-impact growth across Chad Karl’s entire marketing ecosystem.

His contact list expanded to 1,700 total contacts, including 66 new additions in the past month alone—showing steady, ongoing audience growth.

His automated campaigns and scheduled content produced 657 social posts and generated significant engagement through email, with more than 200,000 emails sent.

Those efforts drove 25,000 total clicks, 39,000 landing page views, and 583 form submissions, demonstrating strong lead activity and clear interest from prospective clients.

Altogether, these results show that consistent, automated marketing translated into real traction and tangible opportunities for the firm.

Unexpected Benefits:

• Higher quality client relationships and elevated client engagement.
• Consistent, professional marketing that reinforced Chad’s brand credibility.
• Ability to refocus on the most impactful aspects of his role as a financial planner.

Key Takeaways: