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...

3 min read

From Insight to Action: What We Learned Together in Q3

We started Q3 with a question: What can real advisor marketing results teach us about growing an advisory business? State of Digital + AI 2026 gave...

2 min read

Introducing Snappy AI: Know What to Do Next With Your Marketing

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

Smart Growth Suite Wins a Wealthies Award, and Signals What’s Next for Advisor Marketing

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...

3 min read

Financial Advisor Marketing in 2026: Key Benchmarks and Strategies

TDLR; Financial advisor marketing is becoming less linear and more connected. Data from more than 9,000 advisor users shows that website conversion...

3 min read

Marketing Automation vs. Managed Marketing for Financial Advisors: Why Execution Needs an Owner

TDLR; Marketing automation makes repeatable advisor communication possible, but it does not replace strategy, campaign selection, review and...

3 min read

When Should Financial Advisors Market? How Timing Shapes Prospect Demand

TDLR; Financial advisors should maintain year-round visibility but increase the relevance and clarity of next steps when financial decisions become...

2 min read

Why Financial Advisor Referral Campaigns Are an Underused Growth Opportunity

TDLR; Referral campaigns generated the highest email-to-form submission rate of any content type in the report—approximately 2% end-to-end—yet only...

3 min read

Financial Advisor Email Marketing Benchmarks and Trends for 2026

TDLR; Financial advisor email remained effective in 2025: campaign email volume increased 7.3%, total opens rose 4.9% and link clicks increased...

3 min read

The Financial Advisor Lifecycle Marketing Gap: Why Visibility Is Not Enough

TDLR; The financial advisor lifecycle marketing gap occurs when a firm creates awareness but does not provide a structured path toward a meeting,...