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...

2 min read

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

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

1 min read

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

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...

1 min read

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

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

1 min read

[NEW] Election & Market Dip - Timely Email

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

7 min read

The Ultimate Guide To Generating Leads With Estate Planning Content

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...

1 min read

[NEW] Annual Client Review - Single Email

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