RUN A COMPLETE
FINANCIAL ADVISER
MARKETING PROGRAM
IN JUST 1-2 HOURS PER MONTH

We give you the strategy, content, and pre-built automations. Choose from over 130+ niche campaigns, add your personal touch (if desired), and launch. We’ll take care of the rest.

Schedule a 15-minute intro call to find out if Snappy Kraken is right for you:
Book A 15-Minute Intro Call

Industry Awards

“The most innovative marketing platform for advisers.”
#1 in Customer Satisfaction among Marketing Automation Platforms
2018 & 2019 Social Media Leadership Winner
2019 and 2020 Best Overall Content Marketing Company

ORIGINAL CONTENT

Every month, we’ll send you 4-6 brand new campaigns to wow clients, nurture prospects, and book appointments.

COMPLIANCE FIRST

Most of our campaigns are FINRA reviewed in advance. For extra approvals you can share campaigns with your compliance team in one click.

EASY AUTOMATION

Our software will automatically build your web pages, schedule and send your emails, and publish to all of your social media accounts.

PROVEN RESULTS

Companies like Mariner Wealth and Hightower rely on Snappy Kraken to power their marketing (along with thousands of advisers in the US).
“We’ve been getting consistent calls since we started using Snappy Kraken. Just last week, I converted a prospect to a client and got 5 other calls from prospects on just one campaign!”
- Richard J. Archer
Archer Investment Management

Is Snappy Kraken what’s missing from your marketing program?

Schedule a quick 15-minute call today to find out if we can help:

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HERE’S A SNEAK PEEK AT SOME OF OUR RECENT CAMPAIGNS

Every month we release 4-6 brand new campaigns designed for all kinds of niches.

VISUAL INSIGHTS NEWSLETTER: “BEAR VS. BULL MARKET QUIZ”
Our Visual Insights Newsletter series offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable.

To increase engagement and new subscribers, each Visual Insights Newsletter is just one piece of a larger campaign meant to dazzle readers while informing them—quickly. It includes landing pages and social media promotions to help you build a bigger email list and get the word out about your firm.

This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!
LEAD GENERATION CAMPAIGN: TAX SAVING OPPORTUNITIES
This new lead generation campaign offers prospects a free guide: “Your Tax-Saving Opportunities – Threatened? Depends On What You Do Now.”

This guide builds urgency by drawing attention to the importance of a tax planning strategy, especially with current uncertainty.

Our lead generation campaigns include landing pages, appointment booking pages, email campaigns, social posts, and more. This helps you stand out in the market, attract new leads, and continue nurturing your prospects.

This is just a glimpse of the content that’s available for Snappy Kraken members.

Book a call today to learn more:

Book A 15-Minute Intro Call Now
TIMELY EMAIL: UKRAINE & FED
This is not your average marketing email.

Our timely emails help you reassure, educate, and build stronger connections with your clients during challenging times.

This email offers clients and prospects your perspective on Ukraine and Fed moves and what factors could impact stocks next. The email also includes a section for guided customization to make the email personal to you and your audience.

We release timely emails 2+ time per month so that you can consistently send valuable insights to your audience without spending 10-15 hours per week researching current events and writing content.
PROSPECT NURTURING SEQUENCE: TAX PLANNING
This email-based campaign offers prospects a FREE Tax Reduction Opportunity Review from you.

This will help you continue the conversation with prospects and book appointments with folks who are interested.

This is the perfect followup campaign for leads generated through lead generation campaigns that focus on taxes.

Our prospect nurturing campaigns cover a variety of topics and niches so that you can send customized followup campaigns to the right people, at the right time.

WHY ADVISERS LOVE SNAPPY KRAKEN

Don’t take our word for it! Here’s what folks are saying about Snappy Kraken:

Hannah Buschbom, CFP® and CDFA®

Partner & Wealth Advisor
AmeriFlex® Financial Services
“My clients and prospects think I’m a genius, which is the best kind of problem to have. It looks like I’ve spent all this time coming up with a really thought-provoking email, when I’ve really just clicked a couple of buttons.”

Victor Gaxiola

Co-Founder and Head of Marketing
TechGirl Financial
“We run Snappy campaigns every month and love the ability to customize the content with email marketing and social posts. The FINRA letter also makes it a breeze to get through our compliance review.”

Michael H. Baker

Manager, Founding Member
Vertex Capital Advisors
Working with Snappy Kraken is like adding a marketing person to our team. We choose the campaigns, it’s simple to get up and running, and then we’re set for the next month’s worth of communication. Recently, their Retirement Success campaign led me to a $1.5 Million client!”

SCALE YOUR MARKETING AUTOMATICALLY

1
Right Fit Check
Your success is important to us. Before you sign up, we’ll help you make sure that Snappy Kraken can help you save time, increase your marketing communication, and help you hit your marketing and growth goals.
2
Setup Your Account
Simply add your business information (like contact info, logo and disclosures), then connect your social and email accounts (so we can automatically distribute your content from one platform). When you’re ready, join one of our weekly “Launch It” calls to launch your first campaign and get your marketing automated.
3
Watch Your Business Grow On Autopilot
Every month you’ll be launching fresh, timely, and goal-focused campaigns like magic. Our support calls will provide guidance on your “launch” to make sure everything aligns with your growth goals. Every campaign metric is tracked so you can kick back and watch your marketing grow on “autopilot.”

Want to find out if Snappy Kraken is right for your business?

Request a 1-1 demo with our success team today:

Let's Chat