FREEDOM360
Done-For-You Marketing That Grows AUM
A fully managed marketing program for financial advisors and firms.
Includes award-winning campaigns, a high-converting website, powerful automation, and a team that runs it for you.
Focus on your clients. We’ll handle the marketing.
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Jeff Burrow
CFP, AIF, President & Founder
“After using Snappy Kraken for a year on my own, I decided to try Freedom360. Wow, what a difference! My clients interact more and I’ve begun to receive far more inbound requests for prospect meetings. Highly recommended!”
Sierra Ocean, LLC
A Proven Marketing Strategy. Executed For Your Firm.
You don’t need another tool, you need marketing that actually gets done. In Freedom360, we’ll build you a personalized strategy based on your goals, and execute it for you. No guesswork. No gaps. Just results.
- Personalized Marketing Strategy – Built around your lead sources, growth goals, and CRM data—refined as you scale.
- Fully Managed Campaign Execution – We launch and manage every campaign for you across email, social, text, and landing pages.
- Marketing That Sounds Like You – From tone to timing, every message reflects your brand—and builds trust with the people you serve.
Award-Winning Content, Delivered Consistently
Snappy Kraken campaigns aren’t just beautifully designed—they’re battle-tested. Built by financial marketing pros, they help you stand out in crowded inboxes and stay top of mind all year long. With Freedom360, we don’t just give you great content—we launch it for you. Like clockwork.
- Campaigns That Create Value – Show up like a pro—with marketing that’s insightful, engaging, and visually polished across every touchpoint.
- Marketing That Never Misses a Beat – We launch new campaigns for you every month, so you stay consistently visible without falling behind.
- Always On, Always On Brand – Email, social, text, and landing pages—customized to your voice and delivered automatically.
Real-Time Data. Clear ROI.
With Freedom360, you don’t just get marketing execution—you get visibility into what’s working. Our connected system pulls in performance data across your CRM, website, and campaigns so you can measure outcomes, optimize faster, and prove real growth in pipeline and client AUM.
- Connect Marketing to Pipeline & Client AUM – Track how your marketing activity is driving pipeline and client growth in one simple dashboard.
- CRM-Connected Intelligence – Get real-time data from your CRM and website—no spreadsheets, no delay, no blind spots.
- Actionable Insights Without the Noise – From campaign clicks to closed business, see what’s driving growth and where to focus next.
What Advisors Are Saying About Freedom360
Heath Harris
SVP
Oliver Wealth Management
”Nothing compares to Snappy Kraken. When I used more generic content in the past, people stopped opening my emails. That doesn't happen with Snappy's content. I landed 4 clients in my first year using the program, which is a big ROI.”
Thomas Dircks
Founder
Prairie Wealth Planning Consultants
My website just went live and it’s awesome. The team did an outstanding job, exceeded any expectations, and treated me well with great customer service while building the site. I’m very impressed so far with all the tools and personalization. Thank you!
Built for Advisors. Backed by Experts. Tuned for Growth.
Not a freelancer. Not a DIY platform. Freedom360 is a fully managed, AI-powered marketing system designed specifically for financial advisors. You get the strategy, execution, content, and support you need—without the learning curve or the overhead.
Hands-Off Execution, Hands-On Results
We handle everything—from strategy to delivery—so you stay focused on your clients, not your marketing.
Advisor-Specific Strategy
Your marketing plan is built around your goals, audience, and lead sources—not some generic funnel playbook.
7x Faster Growth vs. Industry Average
Freedom360 firms grow significantly faster, with stronger engagement and higher conversion rates.
Salesforce-Level Power. Zero Complexity.
Get all the segmentation, automation, and reporting—without the dev team, consultants, or chaos.
AI Engine Optimization (AEO)
We optimize your content for visibility in ChatGPT, Gemini, Claude, and other AI assistants—so prospects find you wherever they’re searching.
Website Optional. Results Mandatory.
Already have a site you love? No problem. Freedom360 works with or without a website, so you get results without rebuilding everything.
Move Fast—Without Risking Compliance
Freedom360 is built for the highly regulated world of financial advice. From content approvals to data protection, our platform keeps you compliant and your brand protected, automatically.
- FINRA-Reviewed Campaigns – Every campaign is crafted with compliance in mind and reviewed for use by thousands of advisors.
- SOC 2 Type 2 Certified – Enterprise-grade data security trusted by RIAs, BDs, and IMOs nationwide.
- Built-In Archiving & Approval Workflows – Route content for review, lock down edits, and archive communications—all within the platform.
Book More Meetings with Less Effort.
Freedom360 doesn’t just send great marketing—it helps you capitalize on it. With the Marketing Hub, you’ll see who’s engaging, what they care about, and when to follow up. It’s your shortcut to more booked meetings and faster conversions.
- The Right Prospects, Right Now – See a live feed of your most engaged leads, ranked by behavior and intent.
- Next-Step Guidance, Built In – Follow clear prompts like “Call this contact” or “Send an invite”—no guesswork, no delay.
- From Engagement to AUM – Easily track which campaigns are driving appointments, referrals, and assets.
Ready to Hand Off Your Marketing—and Get Better Results?
Freedom360 is built to grow your firm without burning you out. You’ll get strategy, execution, and support from a team of marketing pros—plus AI-powered tools and real-time reporting when you want to go hands-on.
Whether you’re just getting started or scaling fast, we’ll show you exactly how it works.
Frequently Asked Questions
What's included with Freedom360?
+Freedom360 is a fully managed marketing service for financial advisors. You get strategy, content, campaign execution, SEO, CRM integration, AI tools, performance reporting, and 1:1 support—all delivered by a dedicated team that does the heavy lifting for you.
Do I still get access to the Snappy Kraken platform?
+Yes. While we manage everything for you, you still have full access to the Snappy Kraken platform—including campaign calendars, reporting dashboards, DIY builders, and AI content tools—if you ever want to launch something on your own.
Can I get Freedom360 without a website?
+Absolutely. If you already have a website you love, you can use Freedom360 with just campaigns and texting. Or you can bundle everything together—including a concierge-built Snappy Kraken website—under one system.
How is Freedom360 different from hiring a freelancer or agency?
+Most freelancers and agencies don't know financial marketing—and they can't match our platform, automation, or content. Freedom360 combines industry expertise, AI-powered tools, and a purpose-built platform designed for advisors. It's faster, more effective, and more cost-efficient.
Will this work with my CRM?
+Yes. Freedom360 integrates with Redtail, Wealthbox, Salesforce, and other advisor CRMs. Contacts, campaign activity, and reporting stay synced in real time—no spreadsheets, no manual uploads, no stale data.
How much time will this save me?
+Most advisors using Freedom360 spend less than 1 hour a month on marketing. We do the work. You stay focused on your clients—and still see results.
Is Freedom360 just for individual advisors, or does it work for firms too?
+Freedom360 works for both solo advisors and multi-advisor firms. Solo advisors get a fully managed marketing program that runs in the background while they stay focused on clients. Firms can roll out Freedom360 across their advisor network with centralized strategy, execution, and compliance oversight—so every advisor markets effectively without extra headcount.
How does Freedom360 help with FINRA and SEC compliance?
+All campaigns launched through Freedom360 are built with compliance in mind. Your concierge team can route content for review, lock down final versions, and automatically archive every touchpoint—making it easy to stay compliant without the usual back-and-forth.
Does Freedom360 include reporting or dashboards?
+Yes. Freedom360 includes built-in BI (business intelligence) dashboards that show exactly how your marketing is performing—from campaign engagement all the way to meetings, referrals, and AUM growth. With CRM-connected insights and real-time pipeline reporting, you'll know what's working and where to focus next—without digging through spreadsheets.
