2 min read

Why Financial Advisor Referral Campaigns Are an Underused Growth Opportunity

TDLR; Referral campaigns generated the highest email-to-form submission rate of any content type in the report—approximately 2% end-to-end—yet only...

3 min read

Financial Advisor Email Marketing Benchmarks and Trends for 2026

TDLR; Financial advisor email remained effective in 2025: campaign email volume increased 7.3%, total opens rose 4.9% and link clicks increased...

3 min read

The Financial Advisor Lifecycle Marketing Gap: Why Visibility Is Not Enough

TDLR; The financial advisor lifecycle marketing gap occurs when a firm creates awareness but does not provide a structured path toward a meeting,...

3 min read

Why CRM-Connected Financial Advisor Marketing Performs Better

TDLR; Connecting a financial advisor CRM to marketing automation turns stored relationships into reachable audiences. In Snappy Kraken platform data,...

3 min read

Financial Advisor Website Conversion Benchmarks: What the 2025 Data Shows

TDLR; In Snappy Kraken’s 2025 platform data, financial advisor website visitors increased 10.3%, website form submissions rose 110% and...

3 min read

What Should a Financial Advisor Website Do in 2026?

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

How AI Is Changing the Way Prospects Find Financial Advisors

TDLR; AI is changing advisor discovery by helping prospects research financial questions, compare approaches, and evaluate firms before they visit an...

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

What Is Snappy Kraken’s State of Digital & AI 2026 — and Why This Year Is Different

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...

4 min read

Three Wealthies Finalist Recognitions. One Clear Direction for Advisor Marketing.

Every year, advisor marketing evolves. Some changes are gradual. Others fundamentally reshape how advisors attract prospects, build trust, and grow...