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.

Ethan Pensak Headshot

Ethan Pensak

CRC®

Commonwealth

"Snappy Kraken is instrumental for my marketing efforts. I can’t tell you how many people see me in person and comment positively on a piece of content produced by SK. You guys live up to your brand."

Brian Traverso Headshot

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 - Vanderbilt Financial Group Logo

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.

Mike Hamm Headshot

Mike Hamm

Wealth Management

Ameritas Centricity ™ & Practice Management

 

Aaron Mabon Headshot

Aaron Mabon

Advisor & Founder

Commonwealth

"Your [content] is beautifully designed and we have received positive feedback from clients. We have [also] been using the campaigns targeted specifically toward prospects to move them down the funnel toward scheduling a meeting."

Michael Baker Headshot

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!”

Jeff Burrow Headshot

Jeff Burrow

President & Founder, CFP®, AIF®

Sierra Ocean, LLC

"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!"

Taylor Herzog Headshot

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

Jay Reeves Headshot

Jay Reeves

Advisor

Clarity Financial Wealth Management

“If time is money, then Snappy Kraken saves both. In less than an hour, I can schedule two months of email campaigns, and get an 83% increase in client/prospect interaction.”

Sara Kappos Headshot

Sara Kappos

CFP®

Commonwealth

"I love the content that you guys have- it’s well written, relevant, and grabs the attention. Much more modern than other companies that have content."

Zack Cockfield

Zack Cockfield

CFP®

LPL Financial

“I drive so much business from the tools Snappy Kraken/Advisor Websites offers. And the way that the support team works to create the vision in combination with the partnership with LPL is something I have been very happy with… and they let me bug them all the time with little custom requests which is really nice.”

Matt S
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.”

Mick Shonsey Headshot

Mick Shonsey

Financial Consultant

Shonsey Wealth Management

“I have had 7 or 8 different websites in my time as a financial advisor and this is by far the best I have ever had! Hats off to the team for being easy to work with and very professional. Thanks again for a job well done.”

Ray Dunlap Headshot

Ray Dunlap

CFP®, AIF®

Commonwealth

“Any opportunity that I get to sing your praises to other advisors, I do! If they need any validation as to just how remarkable you, your team or your approach to Marketing is, they only need to chat with me!

Arnold Pechler Headshot

Arnold Pechler, CFP®

Managing Partner/Owner

United Professional Advisors, LLC

Linkedin

Member Feedback

Via LinkedIn

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

Sonny Blanchard LinkedIn
Marc Bautis Headshot

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 Headshot

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!”

Wondering if Snappy Kraken is right for you?

✔️ Done-for-you content
✔️ Easy automation
✔️ Proven results

Richard Archer Headshot

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 Headshot

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 Headshot

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.”

 

Greg Brown

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!”

Email

Member Hype

Via Email

A happy customer shares their thoughts about our service with Ariel.

Recap of our call
Marty Bicknell

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.”

Via Email

Member Hype

Via Email

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

iOS
Ari-Baum

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.”

Via Email

Member Hype

Via Email

More love for our timely emails from a Snappy member!

You folks are Awesome
Daniel Ruben, MD, MPH, MBA

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.”

Via Email

Member Hype

Via Email

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

David Ortiz Email
Cleve Gantt

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.”

Via Email

Member Hype

Via Email

An appreciative email from a Snappy member about one of our Lead Gen campaigns.

Thank You
Mark Silverman, CFP®

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!”

email-1-Dec-30-2021-04-49-48-48-AM

Client Response

Via Email

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

Josh Leonard You Guys Make Me Look Good
Taylor Schulte Headshot

Taylor Schulte, CFP

Podcast Clip

Experiments in Advisor Marketing

 

Via Email

Client Response

Via Email

We love seeing clients implement our training early and often.

Taylor H Review
Taylor Schulte Headshot

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

email-1-Dec-30-2021-05-03-19-65-AM

Client Response

Via Email

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

Educated Sense
Reviews

5-Star Member Review

Via Google

A great Google review from one of our newer members.

Jerry 5 Star Review
Dean L. Spada

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!”

Via Email

Member Hype

Via Email

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

1 Bear Market Gratitude
Jeffrey S

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!”

slack

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.

Cheetoh Setup Speeds
Michael Garry, CFP, JD, MBA

Michael Garry, CFP, JD, MBA

Founder & CEO, Certified Financial Planner

Yardley Wealth Management, LLC

Michael Review
Jay Reeves Headshot

Jay Reeves

Advisor

Clarity Financial Wealth Management

As soon as I found out about the AI-Powered Email Builder, I had to try it! I was under a deadline to send out useful content and a promotion via email. I asked the AI helper to craft a message about the 'benefit of using structured notes in a portfolio to stave off stock market volatility'. In an instant, I had what I needed, and was able to send out a well-crafted email to my list. I'll be using this tool often and can't wait to see where it goes from here.

Monica Dywer

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.”

slack

Member Hype

Via Internal Slack

Megan drops an updated from an ecstatic Snappy Kraken member in an internal Slack channel.

Megan slack success story
Eduard Hamamjian

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.”

Twitter

Company Culture Shoutout

Via Twitter

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

Boulder View Capital SK Hype
Prospect Response

Prospect Response

Via Email

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

Laura Stover Client Response
Prospect Response

Prospect Response

Via Email

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

Ariel Email
Edwin K. Retter, CMT

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!”

Via Email

Client Feedback

Via Email

A client of a Snappy Kraken member shares high praise of a recently timely message.

Josh tale of 2 investors
Via Email

Prospect Praise

Via Email

A Snappy Kraken prospect shares the love before even coming onboard.

Anonymous Best Caliber of Content
Dean-Spada Headshot

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.”

Via Facebook

Member Shoutout

Via Facebook

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

Diana fb
Via Email

Member Excitement

Via Email

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

Michael Howell Thank You Email
Twitter

Public Buzz

Via Twitter

Snappy Kraken members jumping in to answer some public questions about the platform.

Facebook
Member Review

Member Review

Via Gmail Thermometer

A happy Snappy Kraken member dropped a great review for our team.

Member Review
Eduard Hamamjian

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.”

Leah Humphries

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!”

Craig Iskowitz

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

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.”

Email

Member Hype

Via Email

A happy customer shares their excitement about the video scripts.

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Tim Franklin

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.

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®

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!"

Via Email

Member Appreciation

Via Email

The advisors 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!

Member Email Bout Being Analytical
Email

Member Hype

Via Email

A happy customer shares their thoughts about our customer service.

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Wondering if Snappy Kraken is right for you?

✔️ Done-for-you content
✔️ Easy automation
✔️ Proven results