3 min read

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

3 min read

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

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...

2 min read

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

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,...

2 min read

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

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

6 min read

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

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

5 min read

The Financial Advisor’s Ultimate Guide to Building Client Trust

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

1 min read

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

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

2 min read

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

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

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...