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The New Campaigns App: Financial Advisor's Path to Higher Engagement and Organic Growth

2 min read

The New Campaigns App: Financial Advisor's Path to Higher Engagement and Organic Growth

11 Feb, 2025 • BY Snappy Kraken

Advisors today face endless demands, from engaging clients to managing day-to-day activities, like compliance and marketing. With Snappy Kraken’s new...

Announcement
The Great Reset: Why 2025 Demands Bold Moves from the Financial Planning Industry

6 min read

The Great Reset: Why 2025 Demands Bold Moves from the Financial Planning Industry

07 Jan, 2025 • BY Robert Sofia

2025 marks my 20th year in the financial planning industry. Over the past two decades, financial services have transformed in many ways, driven by...

Financial Update
The Financial Advisor’s Ultimate Guide to Building Client Trust

5 min read

The Financial Advisor’s Ultimate Guide to Building Client Trust

12 Nov, 2024 • BY Snappy Kraken

In today’s high-stakes financial world, expertise alone doesn’t cut it. What sets top advisors apart? Emotional intelligence—the power to connect,...

Lead Generation Prospect Engagement
[Podcast] Steal My Strategy: Breaking Down Economic Barriers with Kyla Scanlon

1 min read

[Podcast] Steal My Strategy: Breaking Down Economic Barriers with Kyla Scanlon

24 Sep, 2024 • BY Snappy Kraken

What if someone told you they could make the economy, markets, and fiscal policy not just understandable, but downright engaging? Introducing...

Podcast
[NEW] Social Security - Lead Generation Campaign for Financial Advisors

2 min read

[NEW] Social Security - Lead Generation Campaign for Financial Advisors

24 Sep, 2024 • BY Snappy Kraken

This campaign serves a dual purpose: it educates prospects on the important—and often overlooked—aspects of Social Security while positioning you,...

Lead Generation Campaign Releases
[NEW] CFP® Client Bill of Rights - Prospect Engagement Campaign for Financial Advisors

1 min read

[NEW] CFP® Client Bill of Rights - Prospect Engagement Campaign for Financial Advisors

20 Sep, 2024 • BY Snappy Kraken

This prospect engagement campaign highlights the benefits of the CFP® credential. It is designed to help prospects evaluate financial advisors and...

Prospect Engagement
[NEW] Medicare Annual Enrollment - Lead Generation Campaign for Financial Advisors

1 min read

[NEW] Medicare Annual Enrollment - Lead Generation Campaign for Financial Advisors

13 Sep, 2024 • BY Snappy Kraken

The "2024 Medicare Annual Enrollment Lead Generation Campaign" is designed to help financial advisors capture new leads by providing valuable...

Lead Generation Campaign Releases
[NEW] Your Move, Fed - Timely Email

1 min read

[NEW] Your Move, Fed - Timely Email

11 Sep, 2024 • BY Snappy Kraken

Educate your clients and prospects about navigating market volatility with confidence and long-term strategies.

Campaign Releases Single-Topic Emails Timely Emails
[Podcast] Steal My Strategy: Hitting the Right Notes in Financial Advisor Marketing with Matt Ackermann

1 min read

[Podcast] Steal My Strategy: Hitting the Right Notes in Financial Advisor Marketing with Matt Ackermann

05 Sep, 2024 • BY Snappy Kraken

How many Elton Johns are there in the world? Just one. How many financial advisors like you? Our guest today will reveal how you can stand out in...

Podcast
[NEW] Inflation Lesson - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

2 min read

[NEW] Inflation Lesson - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

03 Sep, 2024 • BY Snappy Kraken

This Visual Insights Newsletter focuses on inflation through the lens of a familiar item: the tuna roll. By breaking down the price increases of...

Campaign Releases Visual Insights Newsletters
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