It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...
Case Study: How Peristyle Wealth Used Snappy Kraken To Cultivate a $150,000+ Year Relationship
Peristyle Private Wealth is an independent financial consulting firm offering concierge-style planning and investment management services for...
[NEW] Travel Safety Tips - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
Educate clients and prospects about 9 ways to travel smarter. For many clients and prospects travelling is a life highlight - it can be one of the...
[NEW] State of the Economy - Timely Email
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
Use this simple email to reactivate former clients and encourage them to book a new appointment with you. IMPORTANT! This email has not been reviewed...
[NEW] Things Are Looking Up - Timely Email
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
Use this simple email to offer clients and prospects advice on the recent Supreme Court student loans decision. IMPORTANT! This email has not been...
[NEW] Q2 2023 Quarterly Financial Update
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...
[NEWS] Snappy Kraken and Idea Decanter Harness the Power of Video to Drive Business Growth for Advisors
ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator serving financial advisors, today announced its partnership with Idea...
Who Are the Best Clients for Financial Advisors?
It may surprise you to know that for a high number of successful financial advisors, a client’s net worth doesn’t necessarily indicate their quality...