2 min read

How a Solo Advisor Stays Top-of-Mind

If you’re a solo advisor, you already know the tension.

5 min read

What Is AI Visibility—Really? And Why It Matters for Financial Advisors

TL;DR AI Visibility is the ability for AI systems to accurately identify, understand, and trust a financial advisory firm. As investors increasingly...

2 min read

Driving Engagement as an Advisors Excel Firm

Increased Engagement and Faster Lead Conversion Inside the Mind of an Advisors Excel Advisor & Marketer

6 min read

Welcome Monday: Behind the Scenes

For the last several years, many companies have invested less and less in brand campaigns. Not because brand doesn’t matter — but because it’s harder...

4 min read

Snappy Kraken vs. FMG Suite: The Modern Marketing Automation Platform for Financial Advisors in 2026

TL;DR Summary FMG Suite helped define the early era of digital marketing for advisors — but Snappy Kraken has redefined it. By combining AI-powered...

4 min read

How Snappy Kraken Helps Financial Advisors Automate Growth (Without Losing the Human Touch)

TL;DR Summary Snappy Kraken helps financial advisors grow smarter by automating the right things — not everything. Its AI-powered platform, automated...

4 min read

Marketing Automation for Financial Advisors: The 2026 Guide to Smarter, Scalable Growth

TL;DR Summary Marketing automation helps financial advisors streamline marketing, personalize communication, and grow efficiently. By combining...

1 min read

Case Study: StoneX Wealth Management Advisor Transformed Client Acquisition with Snappy Kraken

Utilizing Freedom 360, Done-For-You Marketing Chad Karl, Boutique, Independent Financial Planning

3 min read

How Financial Advisors Can Leverage Wholesalers to Host High-Impact Client Events

Client events are one of the most effective strategies for financial advisors to deepen client relationships, stay top-of-mind, and create memorable...

2 min read

Holiday Events Financial Advisors Can Actually Do Before the End of the Year

The holidays arrive fast and for many financial advisors, it’s already a sprint. Between client meetings, planning season, and year-end follow-ups,...