2 min read
In today's dynamic economic environment, financial advisors at mid-market firms face a critical challenge: retaining and nurturing client...
2 min read
Every financial advisor wants more leads. It’s one of the most common goals we hear from growing firms—and for good reason. But here’s the reality: ...
2 min read
The opportunity to grow your firm by serving high-net-worth (HNW) clients has never been greater—or more misunderstood. There are over 23 million...
2 min read
Jolt! 2025 ▶️ June 9–11 | Nashville, TN If you're serious about growing your firm, sharpening your marketing, and standing out in a crowded...
3 min read
The first quarter of 2025 is already off to a strong start—and if your calendar has been anything like ours, it’s been non-stop. In case you missed...
3 min read
Marketing for a financial firm isn’t a solo effort. Whether you're a multi-advisorRIA, an ensemble practice, or a growing medium to large firm, your...
2 min read
Managing marketing across a large advisor network shouldn’t feel like herding cats. Snappy Kraken’s Enterprise Hub puts you in the driver’s seat,...
4 min read
As of 2024, only 27% of Americans are working with a financial advisor. This is an untapped market of potential clients that you can attract to your...
2 min read
Advisors today face endless demands, from engaging clients to managing day-to-day activities, like compliance and marketing. With Snappy Kraken’s new...
6 min read
2025 marks my 20th year in the financial planning industry. Over the past two decades, financial services have transformed in many ways, driven by...
