2 min read
How a Solo Advisor Stays Top-of-Mind
How client, Antonio “Tony” Lugo, CFP®, uses Snappy Kraken to maintain consistent, compliant, and authentic outreach across email, social, video,...
RESOURCES LIBRARY
2 min read
How client, Antonio “Tony” Lugo, CFP®, uses Snappy Kraken to maintain consistent, compliant, and authentic outreach across email, social, video,...
1 min read
The “Connecting with the Next Generation” email series encourages clients to involve their adult children in financial planning. By highlighting the...
6 min read
When COVID-19 first impacted the U.S., “The Late Show with Stephen Colbert”had to go without an audience. In lieu of laughter and cheers from an...
3 min read
Picture this. You sit down to craft the perfect email to send to your existing and prospective clients.
1 min read
This is a power-packed 30-minute discussion between psychologist Dr. Jack Singer and Snappy Kraken CEO Robert Sofia.
2 min read