BUILT FOR MARKETING PROFESSIONALS

Everything You Need to Plan, Run, and Measure Marketing

Use this system to build your advisor marketing engine and speed up growth in 2026.

Build your Q1 marketing plan across email, social, and SMS
Leverage high-performing content topics and seasonal themes
Share progress and results with confidence

"The marketing plan that Snappy Kraken provides is my go to, I use it every month. It lays out all of the campaigns to launch and was especially helpful when I first started as a marketing manager and wasn’t sure what to do."

Shellby Jansen,
Director of Marketing, New Horizon Wealth Management

A Resource Pack for Financial Marketing Professionals

STEP 1

Q1 Marketing Plan for Advisor Firms

A ready to use quarterly plan with clear priorities and a recommended campaign mix for prospects and clients.

STEP 2

Lead Lifecycle Guide

This guide breaks down the different stages of a lead as it moves through the lifecycle and highlights the key actions, signals, and decisions that drive conversion at each stage.

STEP 3

Monthly Performance Template

A plug and play template to show leadership the numbers that matter each month, from leads and meetings to pipeline movement.

STEP 4

WEBINAR: Run Advisor Marketing as a System — Not a Series of Campaigns

Running marketing for advisors is complex. This webinar shows how marketing teams bring planning, lead management, and tracking together into a connected system — supported by the right technology and integrations.

PLUS

Office Hours

Save your seat for a live session during Office Hours that shows you how to put this system in place.

Who is this for?

This framework is ideal for:

Marketing leaders and managers at wealth management firms
Teams responsible for demand generation, nurture, or growth programs
Marketers supporting advisors, branch teams, or enterprise stakeholders
Professionals accountable for performance, not just activity