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,...

1 min read

[NEW] Connecting with the Next Generation - Email Communication

The “Connecting with the Next Generation” email series encourages clients to involve their adult children in financial planning. By highlighting the...