Category: Financial Dashboard

1 min read

[NEW] Q2 2024 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign builds credibility by giving your clients and...

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.

1 min read

[NEW] Q1 2024 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

1 min read

[NEW] Q4 2023 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

1 min read

[NEW] Q3 2023 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

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...

1 min read

[NEW] Q2 2023 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

1 min read

[NEW] Q1 2023 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

1 min read

[NEW] Market Update Campaign | Q4 2022 Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter!