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How Do Financial Advisors Target Clients?

Financial advisors target new clients based on a problem the client needs to solve. That’s because the financial advisor has a solution to offer. ...

3 min read

What Are the Best Niches for Financial Advisors?

When it comes to advising your clients, being a generalist just doesn’t cut it anymore. It increases your competition and lowers your chances of...

2 min read

[NEWS] Snappy Kraken Unveils Redefined Product Offering - Enriching Three Key Areas of Financial Advisors’ Marketing

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator serving financial advisors, today unveiled a holistic product offering that...

1 min read

[NEW] How Far Could $1 Million Go in Retirement? - Visual Insights Newsletter Marketing Campaigns for Financial Advisors

Educate clients and prospects about the reality of retiring with $1 million these days. A million dollars used to be the ultimate target for...

[NEW] Thriving After Job Loss - Single Topic Email

Use this simple email to offer clients and prospects your perspective on how to survive and thrive after a layoff or unexpected job loss. IMPORTANT!...

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[NEW] Investment Recovery - Prospect Engagement Campaign for Financial Advisors

Do you want to connect with prospects who are concerned about down markets and interested in seeking professional advice on how to protect their...

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[NEW] Appreciating What's Good - 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...

2 min read

[NEWS] Snappy Kraken Announces Collaboration with Morningstar Wealth to Elevate Advisor-Client Interactions

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator dedicated to financial services professionals, today announced its new ...

2 min read

[NEW] Investor Recovery - Lead Generation Campaign for Financial Advisors

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What Are the Best Marketing Tools for Financial Services?

There's no doubt that financial advisor marketing has changed over the past few decades. There’s technology to manage, regulations to follow, and a...