2 min read
From Search to Connection: Why FPA PlannerSearch Matters in the Age of AI
Someone looking for financial advice might search Google for “financial planner for a business sale.” Someone else might ask an AI tool how to find...
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2 min read
Someone looking for financial advice might search Google for “financial planner for a business sale.” Someone else might ask an AI tool how to find...
2 min read
Financial advisors have more ways than ever to market their firms. They can launch campaigns, connect their CRM, publish content and see how people...
3 min read
Earlier this year, Snappy Kraken was named a finalist in three categories for the 2026 Wealth Management Industry Awards. At the time, we said those...
4 min read
Every year, advisor marketing evolves. Some changes are gradual. Others fundamentally reshape how advisors attract prospects, build trust, and grow...
3 min read
Consumers have more access to information than ever before, yet many still struggle to clearly understand what holistic financial planning truly...
5 min read
TL;DR Smart Growth Suite is a fully built, lead-to-client system for financial advisors and financial advisory firms.It connects lead capture,...
2 min read
Advisors today face endless demands, from engaging clients to managing day-to-day activities, like compliance and marketing. With Snappy Kraken’s new...