Financial Advisor Marketing Strategies

4 min read

How to Stretch the FINRA $100 Gifts, Gratuities and Non-Cash Compensation

01 Dec, 2025 • BY Snappy Kraken

As a financial advisor, the FINRA gift-limit rule can feel restrictive: you’re capped at giving only up to $100 per person per year for...

Marketing Marketing Strategies & Tactics

3 min read

The Story Behind “Welcome Monday”

30 Nov, 2025 • BY Snappy Kraken

If you work with clients for a living, you know the feeling. You wrap up the week, squeeze in a few family events over the weekend, and then Sunday...

Marketing Marketing Strategies & Tactics

3 min read

Client Relationship Strategies for Financial Advisors

26 Nov, 2025 • BY Snappy Kraken

In the financial advisory world, relationships are everything. Clients don’t simply choose an advisor for numbers and analysis—they choose someone...

Marketing Marketing Strategies & Tactics

3 min read

What Is Real-Time CRM Sync? Why It’s the Missing Link in Advisor Marketing

14 Nov, 2025 • BY Snappy Kraken

And how firms are using it to save hours, follow up faster than the competition, and build future-proofed data foundations.

Marketing Marketing Strategies & Tactics

2 min read

Deliberately Thoughtful: Why Timely Emails Matter (and a Look at Our Latest Inflation Update)

30 Oct, 2025 • BY Snappy Kraken

TL;DR: At Snappy Kraken, we don’t just deliver marketing automation — we deliver timely communication. Our latest Inflation Update email and text...

Campaign Releases Single-Topic Emails Marketing Strategies & Tactics Marketing Campaigns Timely Emails

2 min read

Beyond Opens and Clicks: See Your Marketing Impact in AUM

28 Oct, 2025 • BY Snappy Kraken

Know the predicted AUM in your prospect list. See how campaigns move prospects through your pipeline. Act on the right opportunities.

Marketing Marketing Strategies & Tactics

3 min read

[NEWS] Snappy Kraken Unveils Bidirectional CRM Integration for AI-Powered Marketing Intelligence

23 Oct, 2025 • BY Snappy Kraken

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing...

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