Over the last few months our focus was: help financial advisors grow—organically, sustainably, and smartly.
We didn’t just talk about marketing. We built the tools, shared the strategies, and showed what’s working right now across the advisor landscape through webinars, content and at Jolt!. Whether you’re an established firm looking to scale or just beginning to modernize your marketing, Q2 was designed for you.
Here's how we delivered value across the advisor ecosystem—from solo practitioners to enterprise influencers.
Education is the foundation of growth. That’s why we created a five-part series focused on the most critical (yet often misunderstood) phases of marketing and client development. Each session delivered real-world guidance, practical automation tips, and examples of how to use technology and Snappy Kraken to drive results.
Here’s what we covered:
At the heart of Q2 was the release of our Smart Growth Suite—an integrated system purpose-built to turn prospects into loyal clients. This powerful suite combines automation, personalization, segmentation, and marketing intelligence to streamline your growth without adding more to your plate.
Whether you're focused on nurturing cold leads, re-engaging prospects, or driving referrals from current clients, the Smart Growth Suite gives you the tools to do it—automatically.
▶️ Explore the Smart Growth Suite
▶️ Watch the launch webinar
Snappy Kraken hosted Jolt! 2025 and shared the stage with industry leaders and influencers sharing bold ideas about the future of advisor marketing and the role brand, automation, and intelligence will play in scaling advisory businesses.
We connected with advisors, marketers, and industry leaders, and we’re bringing that energy back to you. Over the next few weeks, we’ll be releasing a content series featuring behind-the-scenes insights, session videos, and takeaways that can help shape your own growth strategy.
Join the Jolt! LinkedIn Community to be the first to see what’s coming.
For a quick recap read What Financial Advisors Can Learn from Four Leading Gen Experts, insights from Robert Sofia’s panel session at Jolt! or watch his session here.
These campaigns are just a sample of what’s waiting inside Snappy Kraken—built to help you market smarter, stay top-of-mind, and drive organic growth all year long.
Next up in our Lead Lifecycle Series: Nurture—Turn New Leads Into Long-Term Clients.
Because growth doesn’t just happen at the top of the funnel—it happens in the follow-through.
📅 Register for the Nurture webinar
What’s New & Next Webinar
We’re unveiling powerful platform updates to help you segment smarter, sync faster, and convert more prospects—without the busywork.
To everyone who joined us at Jolt!, attended a webinar, or took the time for a demo—thank you.
We believe organic growth comes from the right blend of technology + brand—delivered consistently.
No matter where you are in the journey, we’ve got the tools—and the team—to help you go further, faster.
👉 Follow us on LinkedIn to stay in the loop with what’s coming next.