“Our latest State of Digital Report is packed with actionable insights designed to help financial advisors drive growth through digital marketing,” said Robert Sofia, chief executive officer at Snappy Kraken.
“When prospects start engaging with an advisor online for the first time, it can be challenging to open the door for a meaningful and enriching initial conversation,” explained Robert Sofia, chief executive officer of Snappy Kraken. “Through this email series, advisors will automatically engage prospects to think more about their relationship with money, and will motivate them to reach out to the advisor to talk.”
“We welcome this strategic relationship and are thrilled to serve LPL advisors through its Vendor Affinity Program,” said Robert Sofia, chief executive officer of Snappy Kraken.
"Financial advisors need prospecting tools that build trust and set them up with qualified leads. With Snappy Kraken capturing the leads, and Nitrogen qualifying them, we have the two most important bases covered," said Robert Sofia, chief executive officer of Snappy Kraken.
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"Many advisors have found themselves caught up in what we call 'blinking cursor syndrome' – a situation where they have a great idea they want to communicate to their clients or prospects, but are stuck staring at an empty screen, feeling the pressure, trying to figure out the best way to convey it,” said Robert Sofia, Snappy Kraken’s chief executive officer and co-founder.
“Distributed via email and social media, these video campaigns will offer educational content that enriches relationships and drives connections for advisors,” said Robert Sofia, Chief Executive Officer of Snappy Kraken. “Empowering advisors with the tools, knowledge, and resources they need to harness their full potential is our utmost priority.”
“Our goal is to reduce the amount of time financial advisors have to spend on marketing, while simultaneously helping them forge meaningful connections with their clients and ideal prospects,” said Robert Sofia, Chief Executive Officer of Snappy Kraken. “Snappy Kraken’s comprehensive, research-based campaigns are industry outliers in that they deliver verifiable results. We're proud to continue levelling up our end-to-end digital marketing strategies and delivering tangible value-add for the advisors we serve."
“Morningstar Wealth has established a reputation for producing quality editorial content that empowers investor success,” said Angel Gonzalez, Chief Marketing Officer at Snappy Kraken. “As Snappy Kraken works to foster meaningful connections between advisors and their clients, we welcome the opportunity to incorporate Morningstar Wealth’s trusted, relevant content into our campaigns. We are confident this will provide immediate value-add for advisors.”
“Advisors are pulled in so many directions, particularly during this volatile market and upcoming recession,” Sofia said. “With Freedom360’s complete marketing system, advisors can tap into our expertise to improve their marketing efforts and better engage clients and prospects. At Snappy Kraken, we want to give advisors back the freedom to spend their time on their clients, families, and hobbies instead of on their marketing.”
“We started Jolt! to deliver proven, actionable insights and inspiration to help advisors compete at a higher level and grow more effectively,” said Robert Sofia, CEO of Snappy Kraken. “This year’s event promises to be even better than the last—with world-class insights, a collaborative environment, and a whole lot of fun to be had. For advisors who are looking to level up their marketing efforts and accelerate growth, Jolt! is the place to be.”
“In times of recession or market turbulence, advisors that remain highly visible and connected to their clients are better positioned to thrive,” said Robert Sofia, Co-Founder and Chief Executive Officer of Snappy Kraken.
"We’re honored to receive this prestigious award from WealthManagement.com,” said Robert Sofia CEO of Snappy Kraken. “Our industry has a crisis of differentiation and our Blend Out campaign addresses it successfully."
“It’s amazing to be recognized for a fourth year by the magnificent MarTech Breakthrough. Too many other providers in our space fall into the trap of touting their features - but relatively few talk about the frameworks and philosophies that make those features relevant in the first place,” said Robert Sofia, CEO of Snappy Kraken.
The Jolt! Award is an annual honor that recognizes the best marketing campaigns, branding, or other PR initiatives in the financial advisor or advisor-tech space. These are the campaigns that are fresh, unique, effective, and genuinely jolting.
“Advisors know that having a website is necessary, but very few actually benefit from what a great website can do. This is because most advisor websites are bland, undifferentiated, and disconnected from a holistic marketing strategy,” Snappy Kraken’s Chief Executive Officer Robert Sofia said. "It's time for advisors to stop viewing their website as a mere table stakes requirement and to start viewing it as the business growth engine it has the potential to become."
"With Blend Out, Robert Sofia offers the financial advisory industry a different take. Sofia’s marketing strategies are designed to disrupt the status quo and help leaders get noticed. Using real-world examples from some of the world’s most popular companies, Sofia illustrates how even the smallest business can benefit from marketing."
"Snappy Kraken is launching its own compliant text messaging marketing feature, called Convos, which will include a content library overflowing with Warren Buffett gifs and puppy images."
***Jolt! Conference has been moved to May 4-6, 2022*** "Since the founding of Snappy Kraken, we've had plans to bring about a conference that revolves around advisor marketing. It's great to see this come to life! Our team is working hard to make this the no-fluff, actionable conference for financial services companies that want to get serious about marketing and the results they get."
"Snappy Kraken, an Ormond Beach, Florida-based provider of digital marketing and client retention tools for financial advisers, has closed on $6 million in Series A financing... The new capital will be used to open new marketing channels, add features, and integrate with other tools used by advisers."
“To borrow an old quote from a French writer: ‘If you want to build a ship, don’t herd people together to collect wood and don’t assign them tasks and work, but rather teach them to long for the endless immensity of the sea.’ To me, this expresses the very essence of leadership,” said Robert Sofia, CEO of Snappy Kraken.
"Adding the automated email marketing abilities of Snappy Kraken to the Advisor Websites platform allows advisers to turn their digital presence into a streamlined, flexible outreach and marketing solution. They can do this by incorporating automated campaigns right onto their websites."
"Beyond the new client welcome sequence, there are many other automations that can help you scale a world class experience: Client anniversaries. Acts of kindness. Milestones. Births. Graduations. Retirements. Required minimum distributions. Reviews. It may take a little time to set these up in the beginning, but the long-term time savings grow exponentially. Great service doesn’t happen by accident. It is built with care and clients in mind, and it is maintained through the power of automation."
"A process was in motion, beginning with me strolling by the shop and ending with me spending an embarrassing amount of money (I’ll tell you how much later, so you don’t judge me too harshly). It was a perfect example of the “AIDA” model in sales."
"Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, recently announced that they will be hosting a live webinar covering what RIAs need to know about the new SEC marketing rules. During the live webcast, which will be held on Friday, January 15th at 4pm ET and is open for registration now, two respected compliance experts will clarify what financial advisors can and can’t do under the new rules."
"In the early days of the pandemic, Snappy Kraken’s “Gratitude and Empathy in Uncertain Times” communication proved invaluable for advisers who reached out to address client concerns during such volatile times. It made a difference, too. About half of the advisers surveyed for the "Conversations that Matter" project said they had used this type of "I Care" communication, and nearly 1 in 5 said it earned them the greatest engagement/response.”
"Each week, participants will get the guidance they need to add one more building block to their digital marketing foundation. Snappy Kraken is running this for advisers or whoever is in charge of the firm's marketing. "This is great for advisers or staff who are just starting out, and even for experienced advisers and team members who want to standardize an easy and repeatable marketing strategy," said Angel Gonzalez, Chief Marketing Officer and co-founder of Snappy Kraken."
"Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, today announced it has been chosen for the Benzinga Listmaker of the Year in three categories: Best New Product, Best Data Analysis Tool, and Best Wealth Management Software."
"In the case of Snappy Kraken—backed by Bicknell, Nathanson and others—the benefit was not just cash and credibility, but also help with strategic decision making and connections to potential clients. “They have immediate access to all the major custodians, asset management companies, portfolio management companies, reporting firms, that are all potential sources of business for us,” says Robert Sofia, Snappy Kraken’s CEO. “The introductions become very valuable.”"
"The one that seems to be rising the fastest in popularity, that really sticks out, is Snappy Kraken. They really seem to be making a mark."
"Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, today announced it has been selected as the winner of the 'Best Overall Content Marketing Company' award for the second consecutive year by MarTech Breakthrough."
"During the market volatility that emerged as the coronavirus spread across the world, consumer engagement with timely content skyrocketed, said Sofia when reporting the results of Snapppy Kraken’s “How 2020 Has Changed Financial Adviser Marketing” report last week."
"Snappy Kraken has been selected as finalists for the WealthManagement.com 2020 Industry Awards, in three Technology Provider categories. This is the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success."
"In April, Snappy Kraken partnered with Hightower, a national wealth management firm, to launch a digital marketing platform. It produces custom content for advisors to reach clients and prospects. Hightower advisors can harness the new tech to generate leads, cultivate prospects, solidify their bond with existing clients and get more referrals."
"Effective immediately, the firm is waiving all setup fees for online advertising, whether subscribers are established clients or new to the service. The company is also offering the lowest price available to every member, and subscribers facing financial hardship will be eligible for a reduced rate upon request. Until further notice, Snappy Kraken will not be increasing its prices either."
"Personal Connection Video is what Snappy Kraken describes as a “turnkey system” which includes prepared scripts, a branded landing page to host the video, and emails coordinated with video content to promote messages to clients and prospects."
"Advisors must rethink this part of their sales strategy and come up with new ideas for selling remotely, Sofia warned. How can they deliver a similarly powerful sales pitch and impress their prospects that they are both qualified and trustworthy on a Zoom call? Snappy Kraken has always been a virtual company with no offices at all, so Sofia knows a thing or two about selling remotely."
"Snappy Kraken's Robert Sofia uncovers valuable practices that advisors can automate and why he believes we’re close to a time when spending hours on a financial plan will be obsolete."
"Called Engage, Snappy Kraken provides to Hightower advisors curated digital marketing materials such as blog posts, email newsletters, guidebooks, infographics, videos and social posts. Advisors can choose content that fits their clientele or a segment of it based on generation, income, profession and stage of life."
"The platform, designed in partnership with marketing technology firm Snappy Kraken, gives Hightower advisors the ability to 'leverage custom content for client communication, digital marketing and lead generation, allowing busy advisors to focus on what they do best — serving their clients,' Hightower said."
"Robert Sofia of Snappy Kraken illustrates three tips for how advisory firms can build a successful automated marketing strategy."
"Robert Sofia, CEO of digital marketing firm Snappy Kraken, says it’s the responsibility of each vendor to prove its value and get advisors to stick around through eventual price increases. That’s why beyond pricing cuts, Snappy Kraken is introducing new services designed to help advisors through the crisis."
"For one thing, “video cannot be overstated” because it is an absolutely “invaluable” tool for advisors, especially now, Robert Sofia, CEO of Snappy Kraken, said Thursday during the webinar “CEO Roundtable: Leading Through Change,” which included CEOs from five fintech companies and Lori Hardwick, chair of Riskalyze."
"#3 Snappy Kraken. Career development/training program: Employees receive an annual $1,000 education allowance to take classes, learn something new, follow a personal passion or further a skill. Employee recognition/appreciation program: The company keeps "dreamboards" — vision boards that visually capture each teammate's personal aspirations. Each year, the company commits to financially supporting an employee's dream."
"Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has been outpacing competitors both in percentage growth and customer satisfaction, according to the 2020 T3/Inside Information Advisor Software Survey published by financial services thought leaders Joel Bruckenstein and Bob Veres and co-sponsored by Morningstar."
"Snappy Kraken...might be a better solution because they don’t just generate a list of prospect names but basically do much of the marketing on behalf of the advisors themselves... 'Advisors really need help with the whole process from end to end. It’s less marketing technology and more marketing outsourcing to a provider that happens to use their own good technology to execute the process.'”
"Snappy Kraken analyzed 9.3 million data points from marketing campaigns launched on its platform to reach this conclusion for its State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study, released earlier this month. That’s 2.5 million emails, 14,299 digital campaigns, 808,561 contacts and 322,600 website pageviews."
“Make everything about the client, and you'll get far better results,” [Robert Sofia] said. “Reflect the feelings that clients want to have about themselves.” Check out the full article from WealthManagement here: https://www.wealthmanagement.com/marketing/stop-calling-content-marketing
Snappy Kraken, a marketing technology company focused on helping financial professionals automate their marketing and business processes, has named three new board members: Marty Bicknell, CEO and President of Mariner Wealth Advisors, Aaron Klein, CEO of Riskalyze, and Thad Langford, General Partner of Flyover Capital.
Advisor-focused marketing firm Snappy Kraken is adding three new members to its board of directors, according to an announcement. The executives added are Marty Bicknell, CEO and president of Mariner Wealth Advisors; Thad Langford, general partner at Flyover Capital; and Aaron Klein, CEO of Riskalyze.
Three new members with strong industry experience and accomplishments have been named to the board of directors of Snappy Kraken, a marketing technology firm that helps advisors automate their marketing and business processes.
A judging panel of industry luminaries selected Snappy Kraken as the winner in the category of "Social Media Leadership" (Technology Providers) for their dedication to developing visually stunning content, affordable digital marketing campaigns and professional video production services for financial advisors.
In the first edition of the program, which some describe as a sort of "Shark Tank" for adviser fintech, the group backed white-label digital adviser InvestmentPOD and marketing automation firm Snappy Kraken. In August, ScratchWorks made an additional $3.5 million investment in Snappy Kraken.
"Marketing messages and client communication will become more personalized and relevant through better use of data," said Snappy Kraken CEO, Robert Sofia, when asked about the future of financial technology.
Advisor-focused marketing technology company Snappy Kraken received $3.5 million in funding as part of a seed round of investment in its marketing automation platform, it said Tuesday.
The ScratchWorks investors' continued interest resulted in a subsequent $3.5 million seed round investment... "We're thrilled to support the Snappy Kraken team with our continued investment in their business," said Marty Bicknell, CEO and president of Mariner Wealth Advisors.
"Snappy Kraken's dedication to making marketing fast, easy and automated for financial advisors is an impressive approach that is yielding impressive results," says James Johnson, Managing Director at MarTech Breakthrough
Snappy Kraken was selected as a finalist in two Technology Providers categories: Chief Marketing Officer of the Year – Angel Gonzalez; and Social Media Leadership for Visual Insights Newsletter Campaigns.
“The baby boomer market is massive; it’s in the 55- to 75-year-old range, with a large part of the generation in its 50s, or about 10 to 20 years to capitalize on their financial planning needs,’’ Sofia said.
Let’s assume you have great content. You use it on your website and subscribe to a marketing service that automatically shares it via email and social media. In spite of that, your audience isn’t growing, but you feel obligated to continue because you know you need an online presence.
Florida-based MarTech firm continues to earn high praise from industry insiders and financial advisors adopting their omni-channel marketing system.
By and large, advisors finally understand the importance of having a comprehensive digital presence. Unfortunately, however, this has also yielded a crop of done-for-you website and social media solutions that publish the same content en masse for tens of thousands of advisors.
Too afraid to standout in the digital marketing world? Robert Sofia, Founder and CEO of Snappy Kraken, sits down to discuss the biggest mistakes advisors make, how advisors can step out of their comfort zone and building an audience.
When it comes to generating leads for prospects, old-fashioned referrals and seminars just won’t cut it anymore. “People are searching for advisors online and advisors have to get out of their comfort zone,” said Robert Sofia, CEO of digital marketing firm Snappy Kraken.
Can you relate to this? You have a website. You have social media profiles. You subscribe to a marketing service that automatically emails and posts various types of content on your behalf. This service is supposedly taking care of all your online marketing for you.
In the context of financial advisor marketing, how many times have you been told that “content is king”? I often hear this from marketers and consultants who want advisors to purchase their content. But is it true? Is content really king?
For a minute, put yourself in the place of a prospect. Imagine that you’re a 45-year-old executive with a bulging 401(k). You’ve managed to squirrel away seven figures for retirement, and you know you should hire a financial advisor but haven’t gotten around to it.
Snappy Kraken, the advisor-focused marketing technology company, announced a partnership that leverages prospective clients’ interest in finding their “risk number” created by Riskalyze’s assessment tool to help advisors get more clients.
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that they are unveiling a new automated marketing campaign which helps financial advisors connect with more prospective clients using the Risk Number assessment tool from Riskalyze.
The best compliment a professional can receive is a referral. Stephanie needs to use marketing to get her clients to become advocates. Robert Sofia is here to assist.
Judges recognize 59 companies for their outstanding support of financial advisor success from among 156 finalists.
A judging panel of industry luminaries selected Snappy Kraken as one of only two Finalists in the category of “Social Media Leadership” (Technology Providers) for their dedication to developing visually stunning content, affordable digital marketing campaigns and professional video production services for financial advisors.
Advisors who add quality video content to their digital communications strategy see the results.
ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today announced the finalists in its FinTech startup competition.
ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today announced the finalists in its FinTech startup competition.
If you got into this business because you love helping people — not because you love technology — the pressure around tech can feel overwhelming.
Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!
What is Snappy Kraken? In a nutshell it is the most innovative marketing platform for advisers.
Advisors Get 300 Percent More Exposure for 31 Percent of the Cost of Live Seminars with Online Advertising + Video + Marketing Automation
redictive analytics is the process of using software to predict likely business outcomes. Once the software user asks a specific question, predictive analytics sorts through past data to come up with an answer. This is done using techniques like data modeling, machine learning and AI.
Welcome to the November 2017 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
Many advisers struggle with their marketing plan. How can you create marketing that is both customizable and repeatable? Robert Sofia of Snappy Kraken offers some strategies for success.
Mar-Tech Firm Announces Three New Ways to Reactivate Old Prospects and Impress Current Clients Using Modern Digital Means
Press Release
Most advisors loathe asking for referrals, but with modern technology, they no longer have to ask clients to provide names.
Advisors’ digital marketing efforts can be derailed by bad data
Wealth Management 2017 Outlook
Ideas and tips from Marie Swift, a nationally-recognized consultant who’s worked with some of the top financial advisory firms nationwide for nearly twenty years.
"With Blend Out, Robert Sofia offers the financial advisory industry a different take. Sofia’s marketing strategies are designed to disrupt the status quo and help leaders get noticed. Using real-world examples from some of the world’s most popular companies, Sofia illustrates how even the smallest business can benefit from marketing."
"With Blend Out, Robert Sofia offers the financial advisory industry a different take. Sofia’s marketing strategies are designed to disrupt the status quo and help leaders get noticed. Using real-world examples from some of the world’s most popular companies, Sofia illustrates how even the smallest business can benefit from marketing."
