2 min read

How Financial Advisors Can Plan a Holiday Client Event Without the Stress

The end of the year is one of the best times for financial advisors to reconnect with clients, but it’s also one of the busiest. The good news? A...

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...