RESOURCES LIBRARY
3 min read
TDLR; Connecting a financial advisor CRM to marketing automation turns stored relationships into reachable audiences. In Snappy Kraken platform data,...
3 min read
TDLR; In Snappy Kraken’s 2025 platform data, financial advisor website visitors increased 10.3%, website form submissions rose 110% and...
3 min read
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
TDLR; AI is changing advisor discovery by helping prospects research financial questions, compare approaches, and evaluate firms before they visit an...
3 min read
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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3 min read
TL;DR: A prospect waited seven years before becoming a client. What happened in between? This article explores the role of long-term lead nurturing,...
6 min read
Most advisor firms want to know what is working right now. Is it seminars, social media, buying leads, referrals, email, events, paid advertising....
4 min read
Picture this. It’s the final minutes of a World Cup match. The crowd is roaring. The pressure is building. One player breaks free, takes the shot,...
7 min read
TL;DR: Nearly 34,000 contacts. More than 1.4 million emails sent. And a simple question behind it all: how do you stay visible until someone is ready...
4 min read
For years, advisor marketing followed a familiar path. Someone searched online. They clicked the result.They landed on your website.If they liked...
