7 min read

OpenAI Just Launched Businesses in ChatGPT. What Financial Advisors Need to Know.

The November 10 announcement introduces a new way for businesses to manage how they appear in ChatGPT. Here's what it means for financial advisors,...

2 min read

Jolt! Remix Named Best Advisor Marketing Conference for 2027 by Michael Kitces

The financial advisor conference built for growth just earned a major recognition. Jolt! Remix has been named Best Advisor Marketing Conference for...

6 min read

25+ Client Event Ideas for Financial Advisors: Holiday Inspiration and Beyond

TL;DR: Looking for your next client event idea? We've rounded up more than 25 ways to bring clients together, from holiday pie pickups and...

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...

9 min read

Turning Dormant CRM Contacts Into Advisor Leads

How financial advisors can reactivate overlooked prospects, strengthen relationships, and create new business opportunities with automated nurture...

2 min read

Heading to IMPACT 2026? Let's Talk About What's Next for Your Firm's Growth.

Snappy Kraken is headed to Boston, October 27–29. Visit us in Tech Alley, Booth 13, to explore smarter marketing, new innovations, and a few...

6 min read

Introducing Office Hub: A Smarter Way to Manage Financial Advisor Marketing at Scale

Discover how Snappy Kraken is bringing Growth Orchestration to advisory firms of every size. As advisory firms grow, so does the complexity of...

6 min read

Video Marketing for Financial Advisors: How to Create Videos People Actually Watch

TL;DR: Nick Meyer, CFP®, one of the most-followed CFP® professionals on social media, joined Snappy Kraken to break down what makes advisor video...

2 min read

From Search to Connection: Why FPA PlannerSearch Matters in the Age of AI

Someone looking for financial advice might search Google for “financial planner for a business sale.” Someone else might ask an AI tool how to find...

3 min read

From Insight to Action: What We Learned Together in Q3

We started Q3 with a question: What can real advisor marketing results teach us about growing an advisory business? State of Digital + AI 2026 gave...