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 any major updates, expert-led webinars, or product innovations we rolled out in the first quarter of 2025, here’s a quick roundup to get you up to speed.
AI-Powered Advisor Marketing: Real Tactics, Real Impact
AI continues to be top-of-mind across industries—and financial services is no exception.
Our webinar, AI-Powered Advisor Marketing, drew record-breaking registrations and engagement by focusing on what matters: practical, real-world applications of AI for advisors.
We covered everything from how to integrate AI safely into your marketing to using it to deepen client relationships at scale. Plus, attendees received exclusive access to our AI-Powered Ad Copy Grader—a Snappy Kraken tool designed to keep your AI-generated content compliant and client-ready.
▶️ Catch the replay (and get access to our AI-powered Ad Copy Grader!)
Referral Marketing, the Modern Way (with a 12x Boost)
Referrals remain one of the most powerful growth drivers for advisors, but the playbook has evolved. In our recent webinar with Legacy, we explored a modern, proven system for generating warm introductions—12x more effective than traditional referrals.
We’ve taken that entire process and turned it into a clear, step-by-step guide you can use to build your own high-powered referral engine—without the awkward ask. Inside, you’ll get the exact process Legacy teaches, plus the scripts, templates, and workflows to implement it quickly.
Already a Snappy Kraken user? This entire campaign is pre-built and fully automated inside our redesigned Campaigns App—making launching, tracking, and scaling results easier than ever.
▶️ Download The Warm Introductions Playbook
▶️ Watch Referrals on Overdrive (full webinar)
Growth Strategies for 2025
To kick off the year, Robert Sofia shared his insights in our Growth Strategies for 2025 session.
He outlined the shifts advisors should prepare for and the steps to drive sustainable growth in today’s changing landscape. From technology adoption to scaling client relationships, it’s a must-watch for forward-thinking professionals.
▶️ Watch the replay
▶️ Blog Post: The Great Reset
New Product Releases: The “Un-Marketing” Platform
We recently hosted What’s New & Next at Snappy Kraken, an inside look at the latest platform updates. Here’s what’s new:
- The “Un-Marketing” Approach: Robert Sofia introduced our evolving vision—a platform that works for you behind the scenes, so you can focus on running your business.
- Enterprise Hub: Perfect for firms managing multiple advisors, our new hub streamlines oversight and drives consistency across teams.
- Redesigned Campaigns App: Built for speed and simplicity, the updated app reduces marketing friction and makes launching campaigns feel effortless.
All of these updates are part of our broader mission to help you get more marketing done in less time.
▶️ Watch the What’s Next & New Replay
Why You Shouldn’t Miss the Jolt! Conference (Nashville)
If you're serious about growth, Jolt! is the marketing event for financial advisors you won’t want to miss.
Designed for advisors ready to elevate their marketing, build deeper relationships, and stay ahead of trends, Jolt! offers a powerful mix of expert sessions, hands-on learning, and high-impact networking.
You’ll walk away with actionable strategies, fresh content ideas, and a renewed sense of energy to take your business to the next level. And the Snappy Kraken team will be there so you can get front-row seats to what’s next.
▶️ Get more information about Jolt!
New Field Guide: Take Action with Confidence
Need a game plan? Our new Field Guide is designed to help you take action—whether you're new to Snappy Kraken or looking to optimize your existing marketing strategy. It’s packed with practical tips to help you get results faster.
▶️ Download Field Guide for Advisors
▶️ Download Field Guide for Firms
New Blog Posts
Catch up on our latest blog posts to continue your learning!
▶️ Snappy Kraken: The HubSpot for Multi-Advisor Firms
▶️ The Financial Advisor’s Ultimate Guide to Building Client Trust
▶️ The New Campaigns App
▶️ Meet the Enterprise Hub: Next-Level Marketing for Financial Firms
Final Thought
As we move into Q2, we’re focused on continuing to bring you the tools, content, and support you need to grow with confidence.
Keep an eye out for more innovation, education, and inspiration from Team Kraken—and we hope to see you at Jolt!
🚀 Book a demo today and see why multi-advisor firms choose Snappy Kraken.
