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[NEW] Q1 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...

1 min read

[NEW] Language and Focus - 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...

1 min read

[NEW] Financial Spring Cleaning - Visual Insights Newsletter Marketing Campaigns for Financial Advisors

Educate and inspire clients and prospects about the benefits of giving their finances a good spring clean. Financial clutter can be a real problem...

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[NEW] 90-Day Client Value Building - Client Retention Campaign

Make deeper connections with your clients with this Value Building Campaign. Let clients know you care and are interested in their financial future.

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[NEW] Tax Time - Personal Connection Videos

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...

2 min read

[NEWS] Snappy Kraken Launches Freedom360, Premium, Done-For-You Marketing Solution for Financial Advisors

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator serving financial services professionals, today announced the launch of its...

1 min read

[Podcast] Steal My Strategy: Building a Brand That’s Unapologetically You with Ramon Ray

Branding, in a word, is a story, and personal branding is YOUR story. It doesn't matter what the industry is; your brand is the key to...

4 min read

What Are Marketing Benchmarks for Financial Services?

Benchmarks give you a measuring stick for your marketing. Without them, you are playing the game blind, which is a recipe for failure (and lots of...

1 min read

[NEW] Markets & Fed Moves - 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...

1 min read

[NEW] Tax Planning Offer - Timely Email

Tax season is an excellent time to leverage awareness of tax bills to get help with tax optimization. Use this simple email to encourage prospects...