1 min read

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

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

1 min read

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

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

1 min read

[NEW] Your Move, Fed - Timely Email

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

1 min read

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

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...

2 min read

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

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

1 min read

[NEW] Beyond FOMO: Investing for the Long Term - Personal Connection Videos

The fear of missing out derails the long term plans of too many investors. Use this campaign to help prospects understand the importance of...

1 min read

[NEW] What Happens Next? - Timely Email

This email is designed to guide clients and prospects through the recent turbulence in the market. By acknowledging the ups and downs of August, it...

1 min read

[NEW] Interest Rates Explainer - Single Email

Educate your prospects about the effects of interest rates on their finances and the broader economy. The email explains how changes in the Federal...

4 min read

[NEWS] Snappy Kraken Releases Snappy Kraken Enterprise, A Complete Growth and Marketing Platform for Enterprise and Mid-Market Financial Services Organizations

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced the official...

2 min read

[NEW] Market Meltdown - Timely Email

Financial Planning recently published an article about the importance of proactive communication, especially during market turns. They quoted our...