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UPCOMING: OFFICE HOURS

 

The Content Mix That Drives More Prospect Engagement

 

New Snappy Kraken platform data suggests advisors who use a broader mix of content see stronger marketing activity.

Mike Rinard Headshot-1

Mike Rinard

Head of Solutions Marketing, Snappy Kraken


 

 Thursday, May 7th, 2026  2:00 PM EST
Details:

 

Most advisors have a go-to marketing move: a timely email or a quarterly newsletter.

 

Those are valuable, but they usually cover just one moment in the relationship. What happens before someone is ready to meet? What keeps you top of mind while they’re deciding?

That’s the lead lifecycle: attract, build trust, and convert. Different content plays different roles, and advisors using a broader mix are seeing better results.

In this session, we’ll break down what the data shows, where one-off sends fall short, and how to move prospects forward without adding overwhelm.

 

What you’ll learn:

 

  • What the latest Snappy Kraken platform data says about content mix and marketing results
  • Where most advisors have gaps in the lead lifecycle and what they're leaving on the table
  • How lead gen campaigns, engagement campaigns, newsletters, social, and texts each play a different role
  • How to build a broader content mix without adding hours to your week

 

 

 

Register for Webinar:

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Matt S., CFP®

Wealth Advisor

 

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."

Frequently Asked Questions

Who should attend?

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Anyone whose marketing could be working harder without taking more time:

  • Solo advisors who rely on one or two content types and want to see what they're missing
  • Firm owners who want to understand what a more complete marketing system looks like
  • Marketing managers looking for a framework to build a broader content mix across a team
  • Anyone who sends timely emails but isn't sure what else to add

If you've ever wondered whether your marketing is covering enough ground, this session will give you a clear answer.

Is this part of a series?

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Yes. This is part of our Office Hours series focused on the lead lifecycle: what it takes to attract prospects, build trust, and convert them into clients. Each session covers a different piece of that process. This one focuses on the content mix that makes the full lifecycle work.

I'm already a Snappy Kraken client. Should I still attend?

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Yes. Most clients are using some of the content types available to them, but not all. This session will show you what the data says about the advisors getting the best results, which tools they're using, and where you might be leaving easy wins on the table. It's a chance to pressure-test your own setup and walk away with a plan to fill the gaps