3 min read

Christmas in July

The advisors who finish the year with momentum don't start planning in October; they start in July. Learn five ways to prepare your marketing now,...

3 min read

250% Growth with Snappy Kraken

Highlighting a real client success story by covering Pacific Wealth Management Group's case study. We explore how the firm used Freedom360 to create...

2 min read

Deliberately Thoughtful: Why Timely Emails Matter (and a Look at Our Latest Inflation Update)

TL;DR: At Snappy Kraken, we don’t just deliver marketing automation — we deliver timely communication. Timeley updates include email and text...

3 min read

Snappy Kraken: The HubSpot for Multi-Advisor Firms—But Better

Marketing for a financial firm isn’t a solo effort. Whether you're a multi-advisorRIA, an ensemble practice, or a growing medium to large firm, your...

2 min read

Meet The Enterprise Hub: Next-Level Marketing for Financial Firms

Managing marketing across a large advisor network shouldn’t feel like herding cats for financial services enterprises. Snappy Kraken’s Enterprise Hub...

1 min read

EOY Planning Email - (Created in partnership with fpPathfinder)

The end of the year is your final opportunity to make sure your clients are tax efficient and buttoned up for the year.