RESOURCES LIBRARY

Blog

3 min read

250% Growth with Snappy Kraken

25 Mar, 2026 • BY Snappy Kraken

Highlighting a real client success story by covering Pacific Wealth Management Group's case study. We explore how the firm used Freedom360 to create...

Marketing Marketing Metrics Marketing Campaigns

4 min read

From Engagement to AUM: 2 Workflows That Turn Campaign Engagement Into Booked Meetings

13 Mar, 2026 • BY Mike Rinard

Your campaigns are running. People are opening emails, clicking links, visiting landing pages. You've got the execution workflows in place and the...

Marketing Marketing Strategies & Tactics

3 min read

What If Your Client Email Was Already Written?

10 Mar, 2026 • BY Mike Rinard

When something big happens in the markets, your clients are watching the headlines and waiting to hear from you. You know you should reach out. But...

Marketing Marketing Strategies & Tactics Automation Timely Emails

5 min read

The Three Foundations Every Advisor Marketing System Needs

06 Mar, 2026 • BY Mike Rinard

You can have a marketing system that looks like it's doing everything right. You're generating leads. Running events. Launching campaigns. And yet...

Marketing Marketing Strategies & Tactics

4 min read

Three Things Advisors Are Navigating This Spring

06 Mar, 2026 • BY Kristie Conner

Spring has a way of creating a natural checkpoint—far enough into the year to see early signals, but early enough to adjust the plan and move forward...

Marketing Marketing Strategies & Tactics

6 min read

The 2026 Lead Lifecycle Series for Financial Advisors

04 Mar, 2026 • BY Kristie Conner

Why Growth Now Starts Before the First Click Last year, we introduced The Lead Lifecycle as an educational series for financial advisors and advisory...

Marketing Marketing Strategies & Tactics AI

4 min read

3 Workflows Every Advisor Marketing Team Needs to Launch Campaigns at Scale

02 Mar, 2026 • BY Mike Rinard

How long does it take your team to launch one campaign across every advisor in your firm? If the answer involves rebuilding content in individual...

Marketing Marketing Strategies & Tactics

3 min read

FPA and Snappy Kraken Combine Forces To Raise Consumer Awareness of Financial Planning

25 Feb, 2026 • BY Snappy Kraken

Consumers have more access to information than ever before, yet many still struggle to clearly understand what holistic financial planning truly...

Announcement

3 min read

How Financial Advisors Should Choose Lead Sources (Based on Outcomes, Not Hype)

20 Feb, 2026 • BY Kristie Conner

If you’re evaluating lead generation for financial advisors, the real question isn’t: “Which lead source is best?” Which lead source fits my growth...

Marketing Marketing Strategies & Tactics AI