RESOURCES LIBRARY
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Financial advisors have more ways than ever to market their firms. They can launch campaigns, connect their CRM, publish content and see how people...
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Earlier this year, Snappy Kraken was named a finalist in three categories for the 2026 Wealth Management Industry Awards. At the time, we said those...
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TDLR; Financial advisor marketing is becoming less linear and more connected. Data from more than 9,000 advisor users shows that website conversion...
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TDLR; Marketing automation makes repeatable advisor communication possible, but it does not replace strategy, campaign selection, review and...
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TDLR; Financial advisors should maintain year-round visibility but increase the relevance and clarity of next steps when financial decisions become...
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TDLR; Referral campaigns generated the highest email-to-form submission rate of any content type in the report—approximately 2% end-to-end—yet only...
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TDLR; Financial advisor email remained effective in 2025: campaign email volume increased 7.3%, total opens rose 4.9% and link clicks increased...
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TDLR; The financial advisor lifecycle marketing gap occurs when a firm creates awareness but does not provide a structured path toward a meeting,...
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TDLR; Connecting a financial advisor CRM to marketing automation turns stored relationships into reachable audiences. In Snappy Kraken platform data,...
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TDLR; In Snappy Kraken’s 2025 platform data, financial advisor website visitors increased 10.3%, website form submissions rose 110% and...
