Oct 5, 2021 By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Latest on Taxes

Capitol Hill is producing more drama than Hollywood.

We’ve got bold statements, ultimatums, cliff-hangers, and confusing sequels.

This timely email helps you reassure, educate, and build stronger connections with your clients during these uncertain times.

Use the simple message to offer clients and prospects your perspective on the current tax debate.

(It also talks about folks paddling up to Senators’ party boats to discuss tax reform 😂 ) Read more

Oct 1, 2021 By Nicolle

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Now and Future Costs

By 2030, everything from food, housing, and gas to health care, childcare, and education is simply going to cost more.

And that shouldn’t catch your clients off-guard.

This Visual Insights Newsletter highlights the complexity of inflation and will get folks thinking about their financial goals and the future.

But what exactly is a Visual Insights Newsletter?

Our Visual Insights Newsletter series offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable.

To increase engagement and new subscribers, each Visual Insights Newsletter is just one piece of a larger campaign meant to dazzle readers while informing them—quickly.

It includes infographics, landing pages, and social media promotions to help you build a bigger email list and get the word out about your firm.

This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!

Each Visual Insights Newsletter campaign delivers the following:

  • Infographic Landing Page With Email Capture Form
  • Promotional Email
  • Follow-Up Emails
  • Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

Read more

Oct 1, 2021 By Nicolle

Campaign Releases, Lead Generation

[NEW] Lead Generation Campaign | Medicare (2021 Annual Enrollment)

Do you want to connect with prospects who need Medicare planning help? 

This campaign is for you.

Health care is likely to be the biggest unknown expense that people face in retirement.

Fortunately, Medicare is there to help people manage these costs. But only if they make the right choices at the right time.

Cut through the noise and attract fresh prospects with a campaign that offers the free guide: 

The Simple 3-Step Medicare Guide:
When, Why, and How to Choose a Plan That’s Right for You

Read more

Sep 30, 2021 By Sydney

Marketing Campaigns

Financial Adviser Marketing Campaigns That Work

7-minute read | 8-minute listen

Every year, we create a Half Time Report to identify which of our campaigns have performed tremendously well. This year, we analyzed almost 10,000 campaigns, around 36,000 social media posts, and over 10.5 million emails that our members from all over the United States sent to their target audiences.

The results are in—and we wanted to highlight 6 unique, high-performing marketing campaigns that our members personalized and then sent to their leads, prospects, and clients that got a ton of clicks, opens, and responses.

The one thing they all have in common is a deep understanding of their audience’s needs and concerns. These six pieces of content will show you how timing, genuine care, and reliability all play a part in getting you results from your marketing efforts. Read more

Sep 23, 2021 By Nicolle

Campaign Releases, Prospect Engagement

[NEW] Prospect Engagement Campaign | 401(k) Rollover

For many people, their employer plan is their most valuable retirement asset.

Yet many leave the fate of their plan in the hands of employers who don’t have their unique needs in mind.

This can lead to surprise financial explosions down the road.

That’s why we launched our latest 401(k) Rollover Prospect Engagement Campaign.

It’s designed to be a follow-up campaign to our 401(k) Rollover Planning Lead Generation Campaign.

This campaign will help you continue the conversation with prospects by bringing them deeper into the awareness funnel. The emails will position you as the right source for help.

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.


More about this campaign:

Read more

Sep 22, 2021 By Sydney

Marketing Strategies & Tactics

The Framework to Boost Your Marketing ROI

12-minute read | 16-minute listen

The average financial adviser sees an email open rate of 24.8% for their marketing emails and a landing page conversion rate of 6.2%. For the average Snappy Kraken member, those numbers are 29.5% and 9.9%, respectively. How do they do it? Simple. Using the Cold to Gold Framework.

The Cold to Gold Framework isn’t an ultimate marketing guide that pretends to know more than it does. It’s a six-step, data-backed marketing strategy that capitalizes on relationship-building to get you actual conversions. It’s based on the principle that the most important objective of your marketing should be to build relationships, foster trust, and become the go-to resource for financial questions and services.
Read more

Sep 21, 2021 By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Storms Ahead?

The stock market got a little crazy this week.

Is a storm coming?

Let’s take a look at what’s driving markets right now.

  • Fears of a financial crisis in China.
  • Worries the Federal Reserve will start tapering soon.
  • Concerns about COVID-19 case numbers.
  • And so much more…

However, that doesn’t mean your contacts should panic and rush for the exits.

Pullbacks, corrections, and downturns don’t last forever.

Help them stay level-headed with our latest timely email, Storms Ahead?

It puts these economic shifts and fears into perspective and reminds them to focus on long-term investment strategies that work.

Read more

Sep 16, 2021 By Mary Rose

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | Business Owner Exit Planning

Exiting a business after years of blood, sweat, and tears to build it up is never an easy decision.

And doing so requires a lot of careful planning to make sure you have the right strategy in place.

This new lead generation campaign is designed to help business owners make that difficult decision much easier to navigate.

It includes a free guide that highlights key questions that business owners have to ensure a smooth and profitable exit.

And it will help you nurture existing prospects and clients.

Read more

Sep 10, 2021 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Is Life Insurance Worth the Money?

“Do I really need life insurance?”

It’s a big question, and we’ve created a simple video script that helps you answer it for your clients and prospects.

It will help them reflect on key questions about their financial, family, and life goals.

The video is super-easy to make.

We’ve written the script – you just need to make it yours!

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Read more

Sep 9, 2021 By Kyle


Supercharge Your Executive Presence with Actor & Playwright Carol Lempert

William Shakespeare famously wrote, “All the world’s a stage, and all the men and women merely players.”

Whether you look at life as a drama or not, stage presence is key to captivate audiences in all situations.

Carol Lempert, an actor & playwright turned business coach, shares the secrets she learned on Broadway and Hollywood for becoming more charismatic, persuasive, and captivating in any situation…a must for any professional or business leader.

Carol’s tools and expertise have led her to speak for big brands like Google, TD Bank, Pfizer, and more.

In this episode, we chat about how to be camera-ready at any time, exercises to present like a star (live or virtual), and how to craft better business stories that connect. 

Read more

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