Digital Marketing for Financial Advisers: 2020 Half-Time Report

30 Jul, 2020 BY angel


The first half of 2020 surprised all of us. Things have changed across many different sectors.

Watch Robert Sofia, CEO of Snappy Kraken, as he covers five data-based insights that prove what’s working, what’s not, and what’s new with financial adviser digital marketing in a post-COVID-19 world.

Click here to DOWNLOAD the 14-page report.

About the data: The data in this report reflects actual performance from 12,852 active digital marketing campaigns run by individual financial advisers and firms throughout the United States during the first half of 2020. Watch the video below.

Download the report


  • Robert Sofia, CEO at Snappy Kraken
  • Geoff Cersoli, Success & Advertising Specialist at Snappy Kraken

Watch above to learn about:

    • How Advisers Got Above-Average Replies
      1 thing advisers did throughout the pandemic to get more email replies from prospects and clients. We pivoted our production schedule in Q1 to meet this need.
    • High-Performing Subject Lines
      Word-for-word email subject lines that earned an average 30% open rate and above.
    • Ideas for Videos (that get views)
      ​​​​​​​​​​​​​​Find out which video topics earned above average click through rates, including the specific one that earned 38.51%
    • Trending Campaign Topics
      ​​​​​​​​​​​​​​The top 10 most popular campaign topics ranked by pageview.
    • The Biggest Performance Shift We Saw
      ​​​​​​​​​​​​​​We saw a 42% drop in one type of content and a 370% increase in another. Find out if your marketing strategy is favoring one type over the other.
    • Three Key Email Engagement Tactics
      ​​​​​​​​​​​​​​Want better email engagement? Remember this: HeLP. Increase your engagement by using the H.L.P framework.
    • Our Favorite Hack for Better Open Rates
      ​​​​​​​​​​​​​​This involves an easy, free tool you can use to prompt and guide you on the way to better headline (or subject line) writing.
    • Videos that Get 1,378% More Clicks
      ​​​​​​​​​​​​​​It’s not just about getting more clicks and views. Help calm nerves, reduce anxious phone calls, and be of better service to clients and prospects with techniques that take one-off videos, and turn them into coordinated campaigns.
    • Understanding Ad Metrics
      ​​​​​​​​​​​​​​What should you be looking at when reviewing your online ad results? Check out these easy-to-remember 6 metrics. You’ll find out what they measure and why they matter.
    • The #1 Overlooked Factor In Marketing
      ​​​​​​​​​​​​​​The better job you do with this, the better your marketing results.


Half-Time Report: State of Digital Marketing
Download your copy of the 14-page report that includes all of the findings for Q1 and Q2 2020 by filling out the form below:

2021 State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study
This is the new 315page report that covers more key insights from all of 2020. You can download your copy of it by clicking here.

Wondering if Snappy Kraken is right for you?

Done-for-you content
Easy Automation
Proven Results
Contact Us Watch Demo