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How Financial Advisors Can Attract High-Net-Worth Clients in 2025

2 min read

How Financial Advisors Can Attract High-Net-Worth Clients in 2025

02 Apr, 2025 • BY Snappy Kraken

The opportunity to grow your firm by serving high-net-worth (HNW) clients has never been greater—or more misunderstood. There are over 23 million...

Marketing Marketing Strategies & Tactics High-Net-Worth Marketing
Jolt 2025: The #1 Marketing Conference for Financial Advisors

2 min read

Jolt 2025: The #1 Marketing Conference for Financial Advisors

31 Mar, 2025 • BY Snappy Kraken

Jolt! 2025 ▶️ June 9–11 | Nashville, TN If you're serious about growing your firm, sharpening your marketing, and standing out in a crowded...

Marketing Marketing Strategies & Tactics Advisor Marketing Conference
Q1 Wrap-Up: Smart Marketing, AI-Powered Tools & What’s New at Snappy Kraken

3 min read

Q1 Wrap-Up: Smart Marketing, AI-Powered Tools & What’s New at Snappy Kraken

28 Mar, 2025 • BY Snappy Kraken

The first quarter of 2025 is already off to a strong start—and if your calendar has been anything like ours, it’s been non-stop. In case you missed...

Marketing Marketing Strategies & Tactics
Snappy Kraken: The HubSpot for Multi-Advisor Firms—But Better

3 min read

Snappy Kraken: The HubSpot for Multi-Advisor Firms—But Better

18 Mar, 2025 • BY Snappy Kraken

Marketing for a financial firm isn’t a solo effort. Whether you're a multi-advisorRIA, an ensemble practice, or a growing medium to large firm, your...

Marketing Marketing Metrics Marketing Campaigns Content Marketing Multi-Advisor Firms
Meet The Enterprise Hub: Next-Level Marketing for Financial Firms

2 min read

Meet The Enterprise Hub: Next-Level Marketing for Financial Firms

25 Feb, 2025 • BY Snappy Kraken

Managing marketing across a large advisor network shouldn’t feel like herding cats. Snappy Kraken’s Enterprise Hub puts you in the driver’s seat,...

Marketing Marketing Metrics Marketing Campaigns
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
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