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SNAPPY KRAKEN 
REVIEWS & FEEDBACK

See how financial advisers and their assistants rate our digital marketing content, tools, and support.

Our results speak for themselves!

Greg Brown, CFP

President

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!”

Michael Lecours, CFP

Marketing Manager

Ohanesian / Lecours

 

John Hare

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

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

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

Cleve Gantt, CFP

Founder & CEO

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

Managing Partner

Financial Chef, LLC

 

Mark Silverman, CFP

Managing Member/Founder

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

Founder

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

 

Client Response

Via Email

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

Nina O’Neal

Partner, Investment Advisor

Archer Investment Management

 

5-Star Member Review

Via Google

A great Google review from one of our newer members.

Marc Bautis

Founder

Bautis Financial

 

Matt S., CFP®

Wealth Advisor

“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.”

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

Yardley Wealth Management, LLC

Monica Dwyer, CFP

V.P. Wealth Advisor

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

Founder, CEO

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.

 

David Ortiz

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.”

Member Excitement

Via Email

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

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!”

Public Buzz

Via Twitter

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

Richard J. Archer

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!”

Member Feedback

Via LinkedIn

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

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!”

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!