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

1 min read

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

02 May, 2023 • BY Snappy Kraken

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

Campaign Releases Visual Insights Newsletters
[NEW] Thriving After Job Loss - Single Topic Email

[NEW] Thriving After Job Loss - Single Topic Email

28 Apr, 2023 • BY Snappy Kraken

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!...

Campaign Releases Single-Topic Emails
[NEW] Investment Recovery - Prospect Engagement Campaign for Financial Advisors

1 min read

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

26 Apr, 2023 • BY Nicolle Cruz

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

Prospect Engagement
[NEW] Appreciating What's Good - Timely Email

1 min read

[NEW] Appreciating What's Good - Timely Email

21 Apr, 2023 • BY Snappy Kraken

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

Campaign Releases Single-Topic Emails Timely Emails
[NEWS] Snappy Kraken Announces Collaboration with Morningstar Wealth to Elevate Advisor-Client Interactions

2 min read

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

20 Apr, 2023 • BY Snappy Kraken

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

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

2 min read

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

20 Apr, 2023 • BY Snappy Kraken

Lead Generation Campaign Releases
What Are the Best Marketing Tools for Financial Services?

4 min read

What Are the Best Marketing Tools for Financial Services?

14 Apr, 2023 • BY Snappy Kraken

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...

Marketing Strategies & Tactics
[NEW] Q1 2023 Quarterly Financial Update

1 min read

[NEW] Q1 2023 Quarterly Financial Update

14 Apr, 2023 • BY Snappy Kraken

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...

Financial Dashboard Campaign Releases
[NEW] Language and Focus - Timely Email

1 min read

[NEW] Language and Focus - Timely Email

12 Apr, 2023 • BY Snappy Kraken

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

Campaign Releases Single-Topic Emails Timely Emails
[NEW] Financial Spring Cleaning - Visual Insights Newsletter Marketing Campaigns for Financial Advisors

1 min read

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

04 Apr, 2023 • BY Snappy Kraken

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

Campaign Releases Visual Insights Newsletters
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