Oct 6, 2020 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Election Worries

Not every marketing campaign needs to run for four weeks across platforms.

Sometimes a single email can have a great impact. Remember: it’s all about the context and the marketing objective (great example here).

That’s why we release topical bi-monthly emails to help Snappy Kraken members provide value and stay in front of clients and prospects when it matters.

More about this campaign:

Read more

Oct 5, 2020 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Election Worries

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business.

Each Personal Connection Video focuses on a specific topic. 

You’ll never worry about hitting a creative block because each one comes with a prepared video script, a landing page to embed your video, a promo email, and coordinated social media posts. 

Previous topics include: 

  • Election season
  • Insurance needs
  • Mortgage refinancing
  • Roth conversions
  • Building resiliency
  • And more!

Read more

Sep 16, 2020 By Angel


Building a Top-Performing Campaign from Scratch

What’s the secret to making high-value, automated marketing campaigns that get results for financial advisers?

Well, there’s no hack or tool or magic to it.

As cliché as it might sound, it comes down to hard, quality work from an experienced team who knows what they’re doing.

Check out the time-lapse video below where we show you each stage of the process for building out an automated marketing campaign.

At Snappy Kraken, we’re open about the marketing strategies we use to help advisers make meaningful connections that drive business.

If you’d like to learn more about our strategies (and how you can use them for yourself), check out the first episode of our “Behind the Campaign” series.

Watch the time-lapse video for one of our top-performing campaigns below. Read more

Aug 26, 2020 By Angel

Marketing, Video

How to Use Video to Be Magnetic to Prospects and Clients

Video is everywhere you look online.

And being fluent in video is now a requirement for advisers who want to attract more and connect better with prospects and clients.

We were recently joined by our friends from FiComm Partners, Megan Carpenter and Candice Carlton.

We couldn’t think of anyone better to discuss video than FiComm Partners; their Video-First Advisor Education earned them a nomination by the 2020 Wealthmanagement.com Industry Awards under the category of Industry Disruptors.

Whether you want to level-up with video, or you’re looking to just START already, you’ll find awesome tips and motivation in the presentation below. Read more

Aug 19, 2020 By Angel

Communication, Marketing

How Should You Approach Negative Responses to Your Marketing?

The following is based off of an interaction we had with one of our Snappy Kraken members.

Picture this.

You’ve carefully crafted a message for your newsletter or prospect nurturing email.

It’s thoughtful, topical, with tidbits of information and that particular sparkle you bring to the table.

You’re feeling good about this email.

You hit send.

Soon, you get back a response.

You’re excited to open it.

But instead of agreement, thoughtful praise, or someone willing to sign up for your services, you get this: Read more

Aug 18, 2020 By Tyler

Campaign Releases

[NEW] Lead Generation Campaign | Retiring in Uncertain Times

Many Americans are facing uncertainty when it comes to retirement.

Some are being forced into early retirement, while others have been forced to delay it.

This uncertainty can quickly turn into fear without the proper guidance.



That’s why our Retiring in Uncertain Times Lead Generation campaign is designed to keep prospects from panicking, and turn their attention to sound investing practices.
Read more

Aug 18, 2020 By Angel

Behind the Campaign, Marketing

Behind the Campaign: Retiring in Uncertain Times

“Strategy is about making choices, trade-offs; it’s about deliberately choosing to be different.” — Michael Porter

If strategy is mostly about choices, then you can’t look at a marketing campaign and “see” strategy.

You only see the effects of a strategy.

We believe marketing teams should be public about their decision-making processes.

It would go a long way in the financial industry.

It would help others understand the strategy and the thousands of micro-decisions made along the way.

Announcing: Behind The Campaign

This is a new series, presented by Snappy Kraken, where we’ll pull in experts from our team and have them walk through the thinking and methodologies behind our financial adviser campaigns.

You’ll get to see strategy taking place.

We already research and share performance results in our yearly State of Digital and Half-Time reports (tens of thousands of campaigns launched!).

We’ve shared the metrics.

Now it’s time to share the METHODS. Read more

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