Category: Case Study

2 min read

Case Study: Explosive Growth in Action: Advisors Excel

Advisors Excel has doubled AUM from $20 billion to $40 billion in just five years—showcasing the results that come from aligning marketing, sales,...

7 min read

3 High Converting Estate Planning Campaigns for Financial Advisors

Standing out among your competition can sometimes feel like trying to be the loudest voice in a crowded room.

4 min read

Case Study: How Snappy Kraken Helped Save 10-15 Hours of Marketing Every Month

AmeriFlex is an advisor-owned firm that provides a full range of investment and wealth management services with a focus on managing risk and growing...

3 min read

Case Study: How Peristyle Wealth Used Snappy Kraken To Cultivate a $150,000+ Year Relationship

Peristyle Private Wealth is an independent financial consulting firm offering concierge-style planning and investment management services for...