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,...

3 min read

Why CRM-Connected Financial Advisor Marketing Performs Better

TDLR; Connecting a financial advisor CRM to marketing automation turns stored relationships into reachable audiences. In Snappy Kraken platform data,...

3 min read

Financial Advisor Website Conversion Benchmarks: What the 2025 Data Shows

TDLR; In Snappy Kraken’s 2025 platform data, financial advisor website visitors increased 10.3%, website form submissions rose 110% and...

3 min read

What Should a Financial Advisor Website Do in 2026?

TDLR; A financial advisor website has three jobs in 2026: help search and AI understand the firm, help prospects validate trust and fit, and give...

3 min read

How AI Is Changing the Way Prospects Find Financial Advisors

TDLR; AI is changing advisor discovery by helping prospects research financial questions, compare approaches, and evaluate firms before they visit an...