RESOURCES LIBRARY
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TDLR; The financial advisor lifecycle marketing gap occurs when a firm creates awareness but does not provide a structured path toward a meeting,...
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TDLR; Connecting a financial advisor CRM to marketing automation turns stored relationships into reachable audiences. In Snappy Kraken platform data,...
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TDLR; In Snappy Kraken’s 2025 platform data, financial advisor website visitors increased 10.3%, website form submissions rose 110% and...
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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...
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TDLR; AI is changing advisor discovery by helping prospects research financial questions, compare approaches, and evaluate firms before they visit an...
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TDLR; The State of Digital & AI 2026 is Snappy Kraken’s annual report on how digital marketing is changing for financial advisors. This year, the...
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Highlighting a real client success story by covering Pacific Wealth Management Group's case study. We explore how the firm used Freedom360 to create...
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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...
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Managing marketing across a large advisor network shouldn’t feel like herding cats for financial services enterprises. Snappy Kraken’s Enterprise Hub...
