Remember us? 

That newsletter you kind of forgot about because we disappeared for… well, a while?

We know, we know — we went full “Where’s Waldo?” on you for over a year.

But like a boomerang, a much-needed coffee, or your favorite pair of flip-flops… we’re back. And ready to bring you marketing gold (and maybe a few bad jokes).

Now we’re here to make sure your inbox isn’t just another place you ignore.

Instead, it’ll be the one email you actually want to open while pretending to work.

Here’s the lowdown on what’s inside this issue:

🎥 Upcoming Webinar & Replays

📚 Fresh Resources

📣 Special Shoutout

🗓️ Upcoming Event

📝 Latest Blogs

👀 AI August Sneak Peek

UPCOMING WEBINAR

How Data + Automation Can Power 
Personalization At Scale For Financial Firms

The competition for quality leads has never been tougher—68% of advisors are now chasing the same prospects. The firms winning in 2025 are combining data + automation to move faster, personalize every touchpoint, and uncover hidden AUM.

Join Catchlight + Snappy Kraken on August 7 at 2pm ET for an actionable webinar where you’ll discover:

• How enriched data fuels better segmentation and faster conversions
• 3 plug-and-play workflows that turn leads and client lists into revenue
• A live demo of how to automate speed-to-lead + personalization at scale

WEBINAR REPLAYS

Learn how to turn breaking news into a high-impact lead generation opportunity—and use it to deepen client relationships, increase retention, and spark referrals.

👉 Watch the replay.

Missed our latest product updates? Catch the replay to see new tools, upcoming features, and platform enhancements built to help you drive better results—faster.

👉 Watch the replay.

Turning leads into clients just got smarter. No more juggling CRMs and tools. See how top firms engage faster, automate follow-ups, and spot high-value prospects instantly.

👉 Watch the replay.

RESOURCES

Grab your sunscreen, towel, and a change of clothes—because you can dive into these while tanning and relaxing! 😎

• August Marketing Mix: 3 seasonal themes and topics to help power your marketing.
• Jolt! On-Demand: Join the Jolt! LinkedIn Community for exclusive access to all full session replays.

SPECIAL SHOUTOUT

Our friends at Exhibit A make it easy for advisors to share visually compelling, data-rich content with clients, without needing a background in analytics or design.

Earlier this year, they sponsored a limited run of chart-based emails for Snappy Kraken users. The results?

📧 100,000+ emails sent nationwide
📈 31% average open rate—twice the industry standard

Want to try it yourself? Start your 7-day free trial and use promo code SNAPPY20 for 20% off your subscription.

COME VISIT US

August 10-13, 2025 | San Diego, CA

ARTICLES TO CHECK OUT

Take off the sunglasses and put on your reading glasses—here are the latest blogs to boost your marketing know-how:

From new tools to expert webinars, everything we launched this past quarter was designed to help advisors grow smarter. Catch up on what you missed, and see what’s next.

👉 Read the blog.

Buying leads? Building funnels? Doing both? At the Jolt! conference, industry pros shared what’s actually driving results, and what’s not, for financial advisors in 2025.

👉 Read the blog.

Starting your firm is bold, growing it shouldn’t break the bank. Discover smart, cost-effective marketing moves advisors can use to build momentum from day one.

👉 Read the blog.

WE CAN'T GET ENOUGH OF THIS STUFF

🎙️ The Jefferson Fisher Podcast on What to Say to Someone Who's Grieving. This episode has practical advice, including a commonly used phrase you should stop using immediately.

📝 24 things to post on LinkedIn instead of just “company updates” (without overdoing it). 

📚 A practical and in-depth breakdown of the focus, consistency, and niche clarity it took for one advisor to get 35 qualified leads on LinkedIn in 6 months.

💭 Interesting study on top-ranking advisors across 100 cities and how many Google reviews they had on average.

AI AUGUST IS COMING 👀

We’ve been quietly cooking up something big—and it’s all about AI.

From surprising survey results, expert-packed webinars, fresh SEO strategies, and a deep-dive white paper… August is your all-access pass to what’s now (and what’s next) in AI-powered marketing.

📬 Keep an eye on your inbox—you won’t want to miss what’s coming.

👉 Want a say in what we cover? Have a 2-minute conversation with Peel, our AI voice agent and help guide the topics, tools, and questions we dive into this August.

See you in August, 

The Snappy Kraken Team

snappykraken.com