Campaign releases
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[NEW] Social Security - Lead Generation Campaign for Financial Advisors
24 Sep, 2024 • BY Snappy Kraken
This campaign serves a dual purpose: it educates prospects on the important—and often overlooked—aspects of Social Security while positioning you,...
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[NEW] Medicare Annual Enrollment - Lead Generation Campaign for Financial Advisors
13 Sep, 2024 • BY Snappy Kraken
The "2024 Medicare Annual Enrollment Lead Generation Campaign" is designed to help financial advisors capture new leads by providing valuable...
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[NEW] Your Move, Fed - Timely Email
11 Sep, 2024 • BY Snappy Kraken
Educate your clients and prospects about navigating market volatility with confidence and long-term strategies.
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[NEW] Inflation Lesson - Visual Insights Newsletter Marketing Campaigns For Financial Advisors
03 Sep, 2024 • BY Snappy Kraken
This Visual Insights Newsletter focuses on inflation through the lens of a familiar item: the tuna roll. By breaking down the price increases of...
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[NEW] Beyond FOMO: Investing for the Long Term - Personal Connection Videos
29 Aug, 2024 • BY Snappy Kraken
The fear of missing out derails the long term plans of too many investors. Use this campaign to help prospects understand the importance of...
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[NEW] What Happens Next? - Timely Email
21 Aug, 2024 • BY Snappy Kraken
This email is designed to guide clients and prospects through the recent turbulence in the market. By acknowledging the ups and downs of August, it...
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[NEW] Interest Rates Explainer - Single Email
14 Aug, 2024 • BY Snappy Kraken
Educate your prospects about the effects of interest rates on their finances and the broader economy. The email explains how changes in the Federal...
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[NEW] Market Meltdown - Timely Email
07 Aug, 2024 • BY Snappy Kraken
Financial Planning recently published an article about the importance of proactive communication, especially during market turns. They quoted our...
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[NEW] Debunking Investment Myths: What Doesn’t Drive Returns - Visual Insights Newsletter Marketing Campaigns For Financial Advisors
01 Aug, 2024 • BY Snappy Kraken
Help investors focus on what truly drives long-term returns. "Debunking Investment Myths: What Doesn’t Drive Returns" clears up misconceptions that...
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This campaign is designed to help advisors stand out by showcasing their CFP® credentials and engage with prospects.
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[NEW] Election & Market Dip - Timely Email
29 Jul, 2024 • BY Snappy Kraken
This Timely Email reviews a tumultuous week in the markets, highlighting a tech stock slide, a global IT outage, and President Biden’s election...
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[NEW] Annual Client Review - Single Email
19 Jul, 2024 • BY Snappy Kraken
Do you hold annual client reviews? Have you automated any processes around sending out reminders to your clients for their check-ins? Annual client...
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[NEW] Q2 2024 Quarterly Financial Update
11 Jul, 2024 • BY Snappy Kraken
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign builds credibility by giving your clients and...
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[NEW] Dangers of FOMO - Timely Email
11 Jul, 2024 • BY Snappy Kraken
Our latest timely email discusses the fear of missing out (FOMO) in investing, highlighting the importance of a disciplined and diversified approach...
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[NEW] Estate Planning Mistakes & How to Avoid Them - Visual Insights Newsletter Marketing Campaigns For Financial Advisors
02 Jul, 2024 • BY Snappy Kraken
Educate, entertain, and inform your clients and prospects on how to avoid estate planning mistakes in this issue of our Visual Insights Newsletter.
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[NEW] Vibecession - Timely Email
26 Jun, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Motivation - Personal Connection Video
26 Jun, 2024 • BY Snappy Kraken
It has never been so easy to get started with video marketing.
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This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Summer Storms? - Timely Email
12 Jun, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] How Longevity Can Impact Retirement - Visual Insights Newsletter Marketing Campaigns For Financial Advisors
03 Jun, 2024 • BY Snappy Kraken
Imagine guiding your clients into a retirement that's not just longer, but richer and more fulfilling. That's the power of understanding and...
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[NEW] DIY Personal Connection Video
29 May, 2024 • BY Snappy Kraken
Do you have a message or topic you’d like to record a video about? Or, how about a weekly or quarterly market commentary?
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[NEW] Inflation Relief - Timely Email
22 May, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] A 401(k) Options Overview - Single Email
15 May, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] The Ultimate Checklist for Navigating Retirement - Lead Generation Campaign for Financial Advisors
10 May, 2024 • BY Snappy Kraken
Designed to mimic a rugged outdoor adventure guide, this three-part checklist covers the important items your prospects should consider on their...
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[NEW] Zombie Recession - Timely Email
08 May, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Exploring the Shadows of Social Media Finance - Visual Insights Newsletter Marketing Campaigns For Financial Advisors
01 May, 2024 • BY Snappy Kraken
This month's Visual Insights Newsletter shines a light on the murky waters of social media financial influencers, or "finfluencers." With the rise...
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[NEW] Market Drops - Timely Email
24 Apr, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] “Magic” Retirement Number - Timely Email
10 Apr, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Q1 2024 Quarterly Financial Update
09 Apr, 2024 • BY Snappy Kraken
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...
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[NEW] Rates & Record Highs - Timely Email
03 Apr, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Planting Fresh Habits this Spring - Visual Insights Newsletter Marketing Campaigns For Financial Advisors
03 Apr, 2024 • BY Snappy Kraken
Invite your readers to reevaluate their financial habits and strategies through 4 actionable steps, showing them how to cultivate a potentially...
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[NEW] 3 Mindset Shifts that Could Change Your Retirement - Personal Connection Video
25 Mar, 2024 • BY Snappy Kraken
It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...
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This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] 5 Common Behavioral Biases - Visual Insights Newsletter Marketing Campaigns For Financial Advisors
04 Mar, 2024 • BY Snappy Kraken
Educate clients and prospects about how what influences their thinking can impact how they invest. The way we think about money can inform how we...
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[NEW] Interest Rate Explainer - Timely Email
28 Feb, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Beware of Bank Jugging - Single Email
21 Feb, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...
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[NEW] Market Rollercoaster - Timely Email
14 Feb, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] What Happens to the Stock Market During a Presidential Election Year? - Visual Insights Newslettter Marketing Campaigns For Financial Advisors
01 Feb, 2024 • BY Snappy Kraken
Reassure clients and educate prospects during a high-uncertainty time with this timely Visual Insights Newsletter (VIN). Election years come with...
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[NEW] Q4 2023 Quarterly Financial Update
29 Jan, 2024 • BY Snappy Kraken
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...
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[NEW] New Market Highs—What Next? - Timely Email
29 Jan, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Economy & Inflation - Timely Email
19 Jan, 2024 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] 2024 Hidden Tax Opportunities - Lead Generation Campaign for Financial Advisors
15 Jan, 2024 • BY Snappy Kraken
[NEW] The Power of Small Daily Actions - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
03 Jan, 2024 • BY Snappy Kraken
Educate, entertain, and inform your clients about the power of small, consistent actions to achieve big goals in finance and life. Demonstrate how...
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[NEW] RMD Reminder - Single Email
12 Dec, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] 2023 in Review - Timely Email
07 Dec, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] End-of-Year Reflections: A Message of Gratitude and Growth - Personal Connection Video
05 Dec, 2023 • BY Snappy Kraken
It has never been so easy to get started with video marketing. Personalize the script, record your video, and add the link to your campaign. Our...
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[NEW] EOY Client Letter 2023 - Timely Email
04 Dec, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] How Fear and Greed Kill Returns - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
01 Dec, 2023 • BY Snappy Kraken
Educate readers on the pitfalls of emotional investing by examining historical examples of fear and greed fueling poor decisions and leading to...
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[NEW] The Retirement Income Decoder: Simplifying the Numbers - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
28 Nov, 2023 • BY Snappy Kraken
Educate and empower prospects to take control of their retirement with clear, easy-to-understand financial planning concepts. For clients, it can...
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[NEW] Thanksgiving & Gratitude - Timely Email
16 Nov, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Email Drip Series Builder - Single Email
14 Nov, 2023 • BY Snappy Kraken
Stay top of mind and build relationships with this automated email drip campaign. You can send out up to 8 completely customizable emails. They would...
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[NEW] Paying Down Debt - Single Email
08 Nov, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Market Losses & Gratitude - Timely Email
02 Nov, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] End Of Year Planning - Single Email
01 Nov, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
See Full Article
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
See Full Article
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
See Full Article
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
See Full Article
[NEW] Q3 2023 Quarterly Financial Update
10 Oct, 2023 • BY Snappy Kraken
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...
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[NEW] Markets & Fiscal Drama - Timely Email
10 Oct, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] The Surprising & Undeniable Power of Simple Lists in Financial Planning - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
03 Oct, 2023 • BY Snappy Kraken
Educate clients and prospects about the importance of setting the right kinds of goals to achieve success with investing. Setting the right kind of...
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[NEW] Unhappy With Your Advisor? - Single Email
20 Sep, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Consumers Faltering? - Timely Email
13 Sep, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] U.S. Debt Downgrade - Single Topic Email
31 Aug, 2023 • BY Snappy Kraken
Use this simple email to offer clients and prospects your perspective on the recent Fitch rating decision. IMPORTANT! This email has not been...
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This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...
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[NEW] Travel Safety Tips - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
09 Aug, 2023 • BY Snappy Kraken
Educate clients and prospects about 9 ways to travel smarter. For many clients and prospects travelling is a life highlight - it can be one of the...
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[NEW] State of the Economy - Timely Email
08 Aug, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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Use this simple email to reactivate former clients and encourage them to book a new appointment with you. IMPORTANT! This email has not been reviewed...
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[NEW] Things Are Looking Up - Timely Email
28 Jul, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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Use this simple email to offer clients and prospects advice on the recent Supreme Court student loans decision. IMPORTANT! This email has not been...
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[NEW] Q2 2023 Quarterly Financial Update
12 Jul, 2023 • BY Snappy Kraken
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...
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It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...
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[NEW] Will the Rally Keep Going? - Timely Email
22 Jun, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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Use this simple email to offer clients and prospects your perspective on how to help parents and elders access care. IMPORTANT! This email has not...
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[NEW] New Bull Market? - Timely Email
14 Jun, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Floating Above the Turmoil - Timely Email
25 May, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Changing Jobs - Personal Connection Video
25 May, 2023 • BY Snappy Kraken
It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...
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Educate your clients and prospects on what the debt ceiling standoff could mean for them. IMPORTANT! This email has not been reviewed by FINRA.
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[NEW] Debt, Banks, & Inflation - Timely Email
12 May, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] How Far Could $1 Million Go in Retirement? - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
02 May, 2023 • BY Snappy Kraken
Educate clients and prospects about the reality of retiring with $1 million these days. A million dollars used to be the ultimate target for...
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Use this simple email to offer clients and prospects your perspective on how to survive and thrive after a layoff or unexpected job loss. IMPORTANT!...
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[NEW] Appreciating What's Good - Timely Email
21 Apr, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Investor Recovery - Lead Generation Campaign for Financial Advisors
20 Apr, 2023 • BY Snappy Kraken
[NEW] Q1 2023 Quarterly Financial Update
14 Apr, 2023 • BY Snappy Kraken
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...
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[NEW] Language and Focus - Timely Email
12 Apr, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Financial Spring Cleaning - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
04 Apr, 2023 • BY Snappy Kraken
Educate and inspire clients and prospects about the benefits of giving their finances a good spring clean. Financial clutter can be a real problem...
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Make deeper connections with your clients with this Value Building Campaign. Let clients know you care and are interested in their financial future.
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[NEW] Tax Time - Personal Connection Videos
29 Mar, 2023 • BY Snappy Kraken
It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...
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[NEW] Markets & Fed Moves - Timely Email
22 Mar, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Tax Planning Offer - Timely Email
16 Mar, 2023 • BY Snappy Kraken
Tax season is an excellent time to leverage awareness of tax bills to get help with tax optimization. Use this simple email to encourage prospects...
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[NEW] SVB Worries - Timely Email
16 Mar, 2023 • BY Snappy Kraken
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
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[NEW] Tax Literacy Quiz - Visual Insights Newsletter Marketing Campaigns for Financial Advisors
02 Mar, 2023 • BY Nicolle
The purpose of this campaign is to enlighten clients and prospects about potential gaps in their tax knowledge. Many people experience knowledge...
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New Website Announcement - Timely Email
24 Feb, 2023 • BY Nicolle Cruz
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during...
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[NEW] Go Live Your Life - Timely Email
22 Feb, 2023 • BY Nicolle Cruz
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during...
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