SNAPPY KRAKEN
REVIEWS & FEEDBACK
See how financial advisors rate our digital marketing content, tools, and support.
Our results speak for themselves! Scroll down to see.

Brian Traverso
President
BOLT Wealth Management
I have a success story. A CPA referred us to one of his clients over 6 months ago. We touched base with her but there were some business she was dealing with and we were put “on hold.” She reached out this month and is ready to move forward and she specifically said that she was receiving our emails (from Snappy K) and those were a big factor in moving forward with us! SK did all the upfront heavy lifting for us!
This client is a $1mm+ client!

Dana B. Brandes
Senior Compliance & Communications Officer
Vanderbilt Financial Group
Dana Brandes, Senior Compliance & Communications Officer at Vanderbilt Financial Group spends three minutes sharing all the greatness that SK provides.

David Ortiz, CTC
Managing Partner
Financial Chef, LLC
“10 people reached out to me and three asked for an appointment. I met today with Scott who I met years ago networking in Miami. He has a net worth of $40MM with $10MM in equities. He has always done his own investments but told me that he was compelled to call me. Not sure what it will lead to, but I would not have had the opportunity without Snappy Kraken.”

Mike Hamm
Wealth Management
Ameritas Centricity ™ & Practice Management

Michael H. Baker, CIMA®, CFP®, RICP®, RMA℠
Manager, Founding Member
Vertex Capital Advisors
“Snappy Kraken’s consistent drip of awesome content makes me look top notch with my followers! Recently their Retirement Success campaign led me to a $1.5 MILLION client!”

Taylor Herzog, CFA, CAIA
Founder
TYME Advisors
I love this tool. It is highly effective! I’ve found I get quick responses, and am very happy with it. I didn’t have a way to text before, and the only other communication tool I was using was email. I was worried I didn’t have a modern asynchronous communication channel which was texting. I needed it to be easy to use and compliant, and after using Convos for less than a week I had 2-3 cold prospects turn into warm booked meetings. They responded to me within 5 minutes!
Click Here to Learn More about Convos

Matt S., CFP®
Wealth Advisor, Certified Financial Planner
“Snappy’s been pumping out great content as well, so keep that up. I just scheduled a meeting with a $1.2M prospect because of it. He said my name kept coming up (because I’ve been emailing him since the end of 2018) and he’s finally ready to sit down and talk.”

Arnold Pechler, CFP®
Managing Partner/Owner
United Professional Advisors, LLC

Member Feedback
Via LinkedIn
A Snappy Kraken member sending our CEO some LinkedIn praise after a webinar.


Marc Bautis, CFP
Founder, Certified Financial Planner
Bautis Financial
“Through Snappy Kraken’s different campaigns I’ve let my clients know that I’m there for them and I’ve gotten great feedback. This is also a great time for prospecting. SK allows me to get prospects and leads into the funnel with all their campaigns and they go heavily on social media as well.”

Hannah Buschbom, CFP® and CDFA®
Partner & Wealth Advisor
AmeriFlex® Financial Services
“I’ve only been using Snappy Kraken for 3 months and I’ve already converted two of my prospects into clients by using their system, and I’m getting great feedback on the content!”

Nina O’Neal
Partner, Investment Advisor
Archer Investment Management
“The responses have been absolutely overwhelming… We’ve increased our social media and email marketing communication, and implemented video, because we want to make sure our clients know that we are here for them and not just talking about what’s going on in the markets.”
Wondering if Snappy Kraken is right for you?
✔️ Done-for-you content
✔️ Easy automation
✔️ Proven results

Richard J. Archer, CFA®, CFP®, MBA
President
Archer Investment Management
“We have 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!”

Mark Silverman, CFP®
Managing Member/Founder/Certified Financial Planner
Silverman + Associates
“I can honestly say Snappy is about the easiest and most impactful system I’ve used in my over 25 years in the industry. In looking at my “dashboard” right now, we have an Open Rate Average of 38.24%! Snappy has also been tremendous in reviewing our work and making sure we are capitalizing on using a variety of campaigns without overloading our contacts. I’ve been very impressed. Thanks Snappy!”

Michael Lecours, CFP
Marketing Manager, Certified Financial Planner
Ohanesian / Lecours
“As [our company] started growing we stopped doing marketing because we didn’t have the time but we knew we had to keep getting more clients and staying out there…Snappy Kraken really opened a lot of new doors for us and we really like how easy it is to use. With a couple of clicks we were done with our marketing for that month… The content is fun and engaging, you learn something and it also demonstrates that there’s a lot out there for advisors to provide.”

David Thompson
Registered Investment Adviser & Regional Vice President
Sovereign Capital Vantage
“I appreciate the professionalism, the back-end machinations that are at work in the process, and the motivating explanations. Congrats on building the best FA marketing engine out there!”

Greg Brown, CFP
President, Certified Financial Planner
Pathway Financial
“After years of trying different marketing platforms and technology, I finally found Snappy Kraken to be truly valuable. It’s easy to use and allows me to send out solid, visually compelling content on a regular schedule–something I struggled with before. It’s already landed me a few new clients!”

Jon Bicknell, CFP
Certified Financial Planner
Cetera Advisors LLC
“It’s the first time that I’ve had people that I do not know actually respond to a campaign like that. It’s a riot when people get hit with the marketing-obvious emails and then you guys hit them with, ‘Hey Christine, are you still interested in Social Security and retirement income plans?’ And then they’re like, ‘Yeah, you know actually I kind of am!’ I didn’t send that, it’s totally automated!”

Therese R. Nicklas, CFP®, CMC®
President/Founder/Certified Financial Planner
The Wealth Coach for Women, Inc
“I love how easy it is to use and the great content that doesn’t look canned. I’ve had positive feedback from my clients, especially during this crisis. Having a meaningful way to stay connected without having to think of every word has been super valuable.
It’s great that Snappy provides a go-to contact, instead of just a chat line or call center. It’s been fun forming a relationship with you so you have a strong idea of the mission of my firm. I’ve recommended Snappy Kraken to many advisors. If they’re smart, they’ll take action!”

Member Hype
Via Email
A happy customer shares their thoughts about our service with Ariel.


Marty Bicknell
CEO and President
Mariner Wealth
“Snappy Kraken is the only marketing company in our industry that delivers proven results and stands behind them. Who else publishes their actual results for everyone to see? Who else offers a money-back guarantee if advisors aren’t satisfied? Who else delivers research-based, fully automated, end-to-end digital campaigns at scale without being canned, watered down, massively expensive, or tons of work? No one. This is why I am so enthusiastic about the company, both as an investor and board member, and why Mariner Wealth has recently engaged Snappy Kraken for our own advisors use.”

Member Hype
Via Email
An excited member forwarded us this great response to our Climate Risk Email.


John Hare, CPFA, AIF
Managing Director
Prudent Process
“I’m floored by what Snappy Kraken can do. I had been looking for better ways to market my practice. And I’ve heard ‘No’ so many times before from different marketing companies. I’ve heard it from every angle, and it gives me peace of mind to know that I can incorporate a well thought-out marketing strategy into my practice.”

Ari Baum, CFP
Founder & CEO, Certified Financial Planner
Endurance Wealth Partners
“Snappy Kraken is exactly what was missing from my marketing campaigns. Anyone can repost financial articles from CNBC or Bloomberg. To stand out you need authentic & personalized content. Snappy Kraken fills that need, plus provides a disciplined mechanism for distribution across multiple social media platforms.”

Member Hype
Via Email
More love for our timely emails from a Snappy member!


Ritika Bansal
Marketing Coordinator
Wealth Financial Planners
“The things we LOVE about Snappy Kraken… They keep coming up with new and innovative content. The graphics in their campaigns are amazing. The platform is easy to navigate and track. Finally, one click, and you are set for a month, making marketing easier, quicker, and effective.”

Daniel Ruben, MD, MPH, MBA
Founder, CEO, Wealth Advisor
Life Strategies Advisors, Inc.
“You guys are making it possible for me to engage with something that I was otherwise uncomfortable with so I do appreciate it.”

Shay Woodward, IV, RFC, LUTCF, MB
President/Founder/Financial Planner
Performance Wealth, LLC
“The Snappy Kraken COVID-19 emails were extremely well received and appreciated by my clients and they really felt we kept them in the loop on a regular basis during a very uncertain time. Thank you SK/Megan for all that you do!”

Member Hype
Via Email
An excited Snappy Kraken member tells our Success Team about recent success with a campaign.


Cleve Gantt, CFP
Founder & CEO, Certified Financial Planner
Gantt Financial Advisors
“Snappy Kraken has provided great value by supplying timely content during tumultuous times that demanded over the top communication with my clients and centers of influence. Snappy Kraken not only provides great content that is customizable, there is a plan to guide readers to an opportunity to take action to get the help they need. The Success Team at Snappy Kraken has been very pleasant and accessible during the learning curve and implementation steps. They are great folks to work with, and you can see they care about your success.”

David Ortiz, CTC
Managing Partner
Financial Chef, LLC

Member Hype
Via Email
An appreciative email from a Snappy member about one of our Lead Gen campaigns.


Mark Silverman, CFP®
Managing Member/Founder/Certified Financial Planner
Silverman + Associates
“The Snappy Kraken Covid-19 emails were extremely well received and appreciated by my clients and they really felt we (with the help of SK and Megan) kept them in the loop on a regular basis during a very uncertain time. Thank you SK/Megan for all that you do!”

Client Response
Via Email
A Snappy Kraken member sent us this response they received from a client after sending out a recent Coronavirus Campaign.


Taylor Schulte, CFP
Podcast Clip
Experiments in Advisor Marketing

Client Response
Via Email
We love seeing clients implement our training early and often.


Nina O’Neal
Investment Advisor, Partner
Archer Investment Management
“We increased social media & client communications by 300% using Snappy Kraken!”

John Deitrick, CFP
Founder, Certified Personal Planner
ARD Private Client
“I had virtually no presence on social media, I personally do not enjoy social media. However, I now have a presence and my clients love the content. I spend very little time and effort. The team at Snappy Kraken makes my social media life easy.”

Taylor Schulte, CFP
Podcast Clip
Experiments in Advisor Marketing
Wondering if Snappy Kraken is right for you?
✔️ Done-for-you content
✔️ Easy automation
✔️ Proven results

Client Response
Via Email
This is one of our favorite responses that a Snappy Kraken member got from a timely coronavirus messages.


5-Star Member Review
Via Google
A great Google review from one of our newer members.


David Tennies
Financial Stewardship Advisor
Aspen Creek Wealth Strategies
“The toolset is awesome. The fact that you create content and you’ve been doing it so well…I really appreciate it. I’m a big fan.
The advisers, I really care about them having work to do. Especially during Covid, they have families to feed. So I’m like, let’s get you guys some leads. That’s important.”

Dean L. Spada
Manager, Founding Member
Vertex Capital Advisors
“You guys are killing this! Thanks for the help in managing clients during this crazy time!”

Member Hype
Via Email
A quick email from a Snappy Kraken member thanking us for the time and stress we save them.


Jeffrey S. Tilson, CRPC, AAMS, AWMA
Fiduciary | Investment Advisor
JST Investment Consulting, RIA
“The recent emails added to the campaigns are excellent! I want to stay in communication with clients and provide relevant info and not have to curate something on my own every week. It helps me focus on other areas of my practice that are more important. Like the calls and monitoring accounts!”

Onboarding Praise
Via Internal Slack
Our CMO shares some great feedback he got about our setup process in our one of our internal Slack channels.


Michael Garry, CFP, JD, MBA
Founder & CEO, Certified Financial Planner
Yardley Wealth Management, LLC


Monica Dwyer, CFP
V.P. Wealth Advisor, Certified Financial Planner
Harvest Financial Advisors
“I love the content and the graphics. I think the product they offer is very spiffy and engaging. They also did a good job onboarding us as clients.”

Member Hype
Via Internal Slack
Megan drops an updated from an ecstatic Snappy Kraken member in an internal Slack channel.


Eduard Hamamjian, AAMS©
Managing Director
GeaSphere Advisors
“I love your service and I feel we are getting much better results as we build our network of followers. But, by far the best part of your service is your amazing personnel that I talk to monthly.”

Company Culture Shoutout
Via Twitter
A Twitter shoutout about our workplace culture. @BoulderViewCap, we can confirm that it is.


Jeremy Dreesen, RICP
Financial Services Professional
American Heritage Financial, LLC
“The support is amazing! I am thoroughly pleased, they go way above and beyond even my wildest expectations.”

Prospect Response
Via Email
A Snappy Kraken member shared with us some great feedback that they got from a recent timely email.


Laura H. Stover, RFC
Founder, CEO, Registered Financial Consultant
LS Wealth Management, LLC
“I love the way your campaigns have a landing page to attract people. Such good content and graphics!”

Prospect Response
Via Email
A happy Snappy Kraken member forwarded this response from a prospect after sending out one of our timely email messages.


Edwin K. Retter, CMT
Founder, Managing Member
Retter Capital Management, LLC
“We’ve only been on the SK platform for a few months but we’re very impressed with the content and attention. You folks are top-notch and this letter’s content speaks to that. We’re very happy to have SK as a part of our practice!”

Client Feedback
Via Email
A client of a Snappy Kraken member shares high praise of a recently timely message.


Josh Patrick
President
Stage 2 Planning Partners
“Your emails are really good and we’ve put together a list of 450 people we’re sending it to. The first email had 25% open rate!”

Prospect Praise
Via Email
A Snappy Kraken prospect shares the love before even coming onboard.

Dean L. Spada
Manager, Founding Member
Vertex Capital Advisors
“Snappy Kraken has provided the opportunity to significantly boost our online presence and engage clients — all without taking hours of time each week. The cross-platform marketing they develop is current to trends and the interests of my clients. I’m very pleased with the service provided by Snappy Kraken and have recommended them to my colleagues across the Country.”

Member Shoutout
Via Facebook
Diana Marra jumped in to answer a prospect’s question on Facebook. We think she did pretty well.


Member Excitement
Via Email
A Snappy Kraken member email about their excitement for the new Personal Connections Video Series.


Public Buzz
Via Twitter
Snappy Kraken members jumping in to answer some public questions about the platform.


Member Review
Via Gmail Thermometer
A happy Snappy Kraken member dropped a great review for our team.


Randy Dippell
Owner
NestEgg Advisory
“I love Snappy Kraken! I’m getting better engagement with prospects & clients, and clients really like the visual insights newsletters!”

Eduard Hamamjian, AAMS©
Managing Director
GeaSphere Advisors
“What I love most is that Snappy Kraken runs on autopilot. I speak to you, we launch campaigns, and I get nothing but positive feedback.”

Sonny Blanchard, CFP®, CPA/PFS
President
Blanchard Wealth Partners
“The platform has saved me a lot of time. It’s so beneficial because I’m not looking at it every day and I don’t need to.”

Leah Humphries
Partner and COO
Roland Financial
“The 90-Day New Client Campaign saves us a ton of time! And just the fact that we have a personal liaison that walks us through your software every month is worth the price of admission!”

Alison McLaren
Marketing Manager
Oxford Financial Partners
“Snappy Kraken has made it easy for us to stay in front of our clients and prospects — It’s all done for us. They have created tons of high quality content and continue to develop new material each month. The platform is easy to use and we’ve received excellent support from day one.”

Craig Iskowitz
Chief Executive Officer
The Ezra Group
“All advisors should check out how Snappy Kraken makes marketing more effective.”

Jeffrey S. Tilson, CRPC, AAMS, AWMA
Fiduciary | Investment Advisor
JST Investment Consulting, RIA
“Snappy Kraken has helped streamline my education and communication with my clients and prospects. SK has high quality, relevant, and timely content that would take me a ton of time and money to try and replicate on my own. I have worked with other communication platforms and nothing comes close to the power of SK. Most importantly, I have seen substantially more positive interaction with my clients and prospects as a direct result of my use of SK.”

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 it through our compliance review.”

Tim Franklin
Senior Wealth Advisor, CFP®, CKA®, CWS®, AIF®
Franklin Wealth Advisors
“We started with Snappy Kraken back December of 2018 and have seen a significant pickup in client referrals since then! And the topper is that they help us with every step.”

Michael H.
Via Half-Time Report Webinar
"The crisis communications were well-received by my clients and saved me a ton of time. Appreciated the work you guys did during that season. I also saw firsthand how personalization increased engagement."

Chris Mullis, Ph.D., CDFA®
Founding Partner
NorthStar Capital Advisors
"Exceptional creativity and commitment. That’s how I describe Snappy Kraken in a nutshell. They have created, and relentlessly continue to refine, a truly unique bridge that connects advisors and new clients. The icing on the cake is their passion for helping advisors be both knowledgeable and fully fluent with the platform. Snappy Kraken’s success partners like Megan Whittaker are the rockstars. She’s been with us every step of the way. Thank you Megan and thank you Snappy Kraken!"

Member Appreciation
Via Email
The advisers who appreciate us the most are the ones who are the most frustrated with marketing. Marketing takes both rational/analytical skills AND irrational/creative skills. Whether you lean heavily in one direction or the other, we’ve got you covered!

Wondering if Snappy Kraken is right for you?
✔️ Done-for-you content
✔️ Easy automation
✔️ Proven results