Driving Engagement as an Advisors Excel Firm

Ever wonder what happens when a financial advisor doubles as a marketing leader? The answer often reveals what truly keeps clients engaged long after the meeting ends.

That perspective is exactly what Chris Mediate, Financial Advisor and Director of Marketing at Mediate Financial Inc., brings to his role. By pairing real client conversations with data driven insights inside Snappy Kraken, he has built a marketing system that keeps communication consistent, relevant, and measurable across email, social media, and digital messaging. Recently he worked with our team on a case study highlighting how the firm drives engagement through consistent communication. 

At the core of the strategy is one belief: clients want more than transactional advice. They want education, consistency, and confidence, especially during periods of market uncertainty.

Using Snappy Kraken’s content library and automated email campaigns, Chris ensures clients hear from the firm regularly with messaging that educates rather than sells. Social posts and digital touch points are coordinated through the same platform, creating a unified experience across channels.

“We don’t want to disappear. We want clients to know we are here and accessible,” says Chris Mediate.

Why the Dual Role Matters

Wearing both hats creates a powerful feedback loop:

• Client questions directly shape which Snappy Kraken campaigns the firm implements
• Educational content is reinforced through email and social messaging
• Marketing is compliant and stays aligned with real advisor conversations 

Because everything lives inside Snappy Kraken, messaging remains consistent and compliant while still feeling personal and timely. It gives the advisors time back to focus on relationship building with clients and prospects.

The Challenge Most Advisory Firms Face

Before adopting Snappy Kraken, Chris recalls consistent communication was a challenge. Like many advisory firms, outreach depended heavily on in person meetings, events, and referrals. Between those moments, there was little structured follow up.

The issue was not effort. It was time.

Building an Always On Communication Strategy with Snappy Kraken

Snappy Kraken gave the firm a way to stay visible without adding manual work. Automated email campaigns, pre built social content, and compliant messaging tools made it possible to communicate regularly while staying focused on clients.

Re-engagement campaigns launched through Snappy Kraken allowed the firm to reconnect with inactive contacts and restart conversations with value driven content.

Results: Powered by Consistency

Using Snappy Kraken as the foundation for email, social, and digital outreach led to clear momentum:

• 3,000+ contacts reached
• 300+ social posts published through Snappy Kraken
• 460,000+ emails sent using automated campaigns
• Nearly 180,000 email opens - 40% open rate
• Close to 90,000 clicks
• Nearly 87,000 landing page views
• 3,000 form submissions

These results highlight how consistent, relevant messaging delivered timely builds trust and drives engagement over time.

The Takeaway for Advisors and Marketing Leaders

Consistency compounds. Marketing works best when it is intentional, automated, and measurable.