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[NEW] Debunking Investment Myths: What Doesn’t Drive Returns - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

2 min read

[NEW] Debunking Investment Myths: What Doesn’t Drive Returns - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

01 Aug, 2024 • BY Snappy Kraken

Help investors focus on what truly drives long-term returns. "Debunking Investment Myths: What Doesn’t Drive Returns" clears up misconceptions that...

Campaign Releases Visual Insights Newsletters
[Podcast] Steal My Strategy: Protecting Artistic Integrity in the Age of AI with Lindsay Pearson

1 min read

[Podcast] Steal My Strategy: Protecting Artistic Integrity in the Age of AI with Lindsay Pearson

01 Aug, 2024 • BY Snappy Kraken

Artificial intelligence is ubiquitous. The pressure to adapt to AI-driven trends can be overwhelming, making it easier to rely more on AI for our...

Podcast
[NEW] For CFP® Professionals Only - Personal Connection Videos

1 min read

[NEW] For CFP® Professionals Only - Personal Connection Videos

31 Jul, 2024 • BY Snappy Kraken

This campaign is designed to help advisors stand out by showcasing their CFP® credentials and engage with prospects.

Campaign Releases Personal Connection Videos
[NEW] Election & Market Dip - Timely Email

1 min read

[NEW] Election & Market Dip - Timely Email

29 Jul, 2024 • BY Snappy Kraken

This Timely Email reviews a tumultuous week in the markets, highlighting a tech stock slide, a global IT outage, and President Biden’s election...

Campaign Releases Single-Topic Emails Timely Emails
The Ultimate Guide To Generating Leads With Estate Planning Content

7 min read

The Ultimate Guide To Generating Leads With Estate Planning Content

24 Jul, 2024 • BY Snappy Kraken

Everyone benefits from planning their estate. It's a natural step in securing financial legacies and ensuring loved ones are taken care of. While the...

Lead Generation Marketing Strategies & Tactics
[NEW] Annual Client Review - Single Email

1 min read

[NEW] Annual Client Review - Single Email

19 Jul, 2024 • BY Snappy Kraken

Do you hold annual client reviews? Have you automated any processes around sending out reminders to your clients for their check-ins? Annual client...

Campaign Releases Single-Topic Emails
[Podcast] Steal My Strategy: Building Stronger Client Relationships & Driving More Referrals

1 min read

[Podcast] Steal My Strategy: Building Stronger Client Relationships & Driving More Referrals

11 Jul, 2024 • BY Snappy Kraken

In this very special episode of Steal My Strategy, we're republishing, with permission, a webinar featuring Robert Sofia, CEO of Snappy Kraken,...

Podcast
[NEW] Q2 2024 Quarterly Financial Update

1 min read

[NEW] Q2 2024 Quarterly Financial Update

11 Jul, 2024 • BY Snappy Kraken

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign builds credibility by giving your clients and...

Financial Dashboard Campaign Releases
[NEW] Dangers of FOMO - Timely Email

2 min read

[NEW] Dangers of FOMO - Timely Email

11 Jul, 2024 • BY Snappy Kraken

Our latest timely email discusses the fear of missing out (FOMO) in investing, highlighting the importance of a disciplined and diversified approach...

Campaign Releases Single-Topic Emails Timely Emails
[NEW] Estate Planning Mistakes & How to Avoid Them - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

2 min read

[NEW] Estate Planning Mistakes & How to Avoid Them - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

02 Jul, 2024 • BY Snappy Kraken

Educate, entertain, and inform your clients and prospects on how to avoid estate planning mistakes in this issue of our Visual Insights Newsletter.

Campaign Releases Visual Insights Newsletters
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