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Building a Top-Performing Campaign from Scratch

What’s the secret to making high-value, automated marketing campaigns that get results for financial advisers?

Well, there’s no hack or tool or magic to it.

As cliché as it might sound, it comes down to hard, quality work from an experienced team who knows what they’re doing.

Check out the time-lapse video below where we show you each stage of the process for building out an automated marketing campaign.

At Snappy Kraken, we’re open about the marketing strategies we use to help advisers make meaningful connections that drive business.

If you’d like to learn more about our strategies (and how you can use them for yourself), check out the first episode of our “Behind the Campaign” series.

Watch the time-lapse video for one of our top-performing campaigns below. Continue reading Building a Top-Performing Campaign from Scratch

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How to Use Video to Be Magnetic to Prospects and Clients

Video is everywhere you look online.

And being fluent in video is now a requirement for advisers who want to attract more and connect better with prospects and clients.

We were recently joined by our friends from FiComm Partners, Megan Carpenter and Candice Carlton.

We couldn’t think of anyone better to discuss video than FiComm Partners; their Video-First Advisor Education earned them a nomination by the 2020 Wealthmanagement.com Industry Awards under the category of Industry Disruptors.

Whether you want to level-up with video, or you’re looking to just START already, you’ll find awesome tips and motivation in the presentation below. Continue reading How to Use Video to Be Magnetic to Prospects and Clients

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Behind the Campaign: Retiring in Uncertain Times

“Strategy is about making choices, trade-offs; it’s about deliberately choosing to be different.” — Michael Porter

If strategy is mostly about choices, then you can’t look at a marketing campaign and “see” strategy.

You only see the effects of a strategy.

We believe marketing teams should be public about their decision-making processes.

It would go a long way in the financial industry.

It would help others understand the strategy and the thousands of micro-decisions made along the way.

Announcing: Behind The Campaign

This is a new series, presented by Snappy Kraken, where we’ll pull in experts from our team and have them walk through the thinking and methodologies behind our financial adviser campaigns.

You’ll get to see strategy taking place.

We already research and share performance results in our yearly State of Digital and Half-Time reports (tens of thousands of campaigns launched!).

We’ve shared the metrics.

Now it’s time to share the METHODS. Continue reading Behind the Campaign: Retiring in Uncertain Times

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5 Easy Video Editing Tools to Help You Add Extra “Wow”

Let’s make this quick.

For the past decade, it seems like dozens of companies have published an article that says “Why this year is the age of video.”

We get it.

You get it.

Video is important for financial advisers.

Let’s help you leverage video’s power to impact your marketing strategy.

This post is all about video editing tools.

Not an expert in video editing? No problem. Don’t let that keep you from getting started.

If it’s between sharing NOTHING, and just firing up your phone to send out SOMETHING helpful to your prospects and clients…have a bias for action.

Technical video skills aren’t required to get going.

If you’re trying to do it yourself, then the right tools and skills are useful in helping you get better.

Here are 5 free (and inexpensive) video editing tools to produce better videos. Continue reading 5 Easy Video Editing Tools to Help You Add Extra “Wow”

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All Stressed Up and Nowhere to Go With Special Guest: Dr. Jack Singer

We recently interviewed nationally-renowned professional speaker, author and organizational psychologist Dr. Jack Singer on How to Build An Indestructible Mindset 

Dr. Jack had so much great info to share that we invited him back to speak to our entire team at Snappy Kraken. What he shared was too good to keep to ourselves.  Continue reading All Stressed Up and Nowhere to Go With Special Guest: Dr. Jack Singer

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Asking for Client Referrals in the Age of Zoom: A Simple Script for Advisers

Within the past month, you’ve likely had MANY more video chats with clients or prospects than you’ve been used to.

Our CEO, Robert Sofia, was part of a virtual roundtable discussion recently. A question came up related to having the referral conversation via video chat.

It’s not a context most people are used to.

Without the warmth and comfort of an in-person meeting in an office, you might be wondering how you can initiate the conversation.

Watch the video below to hear about a simple, genuine approach you can start using today.

We’ve also pasted the transcript so you can swipe it and tweak it to make it your own. Continue reading Asking for Client Referrals in the Age of Zoom: A Simple Script for Advisers

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Blend Out: How Ordinary Businesses Transform Into Irresistible Brands

Our industry has a crisis of differentiation. Take a random sampling of a handful of financial adviser websites or social media posts, and you’ll agree–there is a sea of sameness out there.

Snappy Kraken was founded on the belief that you can’t stand out if you look like and sound like EVERYBODY ELSE.

So how do you break the mold? How do you stand out? Check out the recording above.

Snappy Kraken CEO Robert Sofia shares: Continue reading Blend Out: How Ordinary Businesses Transform Into Irresistible Brands

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How to Master the Digital Prospecting Formula (And Why Most Advisers Fail)

There are a lot of qualified prospects seeking financial advice online.

So, why is it so hard to engage with prospects through digital channels?

The firms that have really cracked the code (think Ric Edelman, Ken Fisher, Robo-advisors, etc) are thriving and experiencing massive growth.

What’s their secret? Watch the recording above.

Snappy Kraken CEO Robert Sofia shares: Continue reading How to Master the Digital Prospecting Formula (And Why Most Advisers Fail)