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Campaign Releases, Single-Topic Emails, Marketing Strategies & Tactics, Marketing Campaigns, Timely Emails
Deliberately Thoughtful: Why Timely Emails Matter (and a Look at Our Latest Inflation Update)
30 Oct, 2025 • BY Snappy Kraken
TL;DR: At Snappy Kraken, we don’t just deliver marketing automation — we deliver timely communication. Timeley updates include email and text campaign helps financial advisors respond to market headlines with calm, confident messaging clients...
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Check our most recent content

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business. Read Full Article

CHECK OUT OUR CAMPAIGN RELEASES

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Campaign Releases, Single-Topic Emails, Marketing Strategies & Tactics, Marketing Campaigns, Timely Emails
Deliberately Thoughtful: Why Timely Emails Matter (and a Look at Our Latest Inflation Update)
30 Oct, 2025 • BY Snappy Kraken
TL;DR: At Snappy Kraken, we don’t just deliver marketing automation — we deliver timely communication. Timeley updates include email and text...
See Full Article
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Campaign Releases, Single-Topic Emails
Veterans Day - Holiday Email
22 Oct, 2025 • BY Snappy Kraken
This email and text provide a meaningful way to honor Veterans Day while connecting with clients or prospects who are veterans or have veterans in...
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Campaign Releases
Trusts vs. Wills - Video Campaign
16 Oct, 2025 • BY Snappy Kraken
Content sponsored by Trust & Will Help your clients or prospects understand the key differences between trusts and wills, empowering them to make...
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View All Campaigns

Personal connection videos

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Marketing, Personal Connection Videos, Marketing Strategies & Tactics, Video
Video Works. Execution Is Where Most Advisors Get Stuck.
04 Feb, 2026 • BY Snappy Kraken
Video is one of the most effective ways to build trust with prospects before they ever meet you. Most advisors and firms do not have a belief problem with video marketing. They have an execution problem. Because the moment you decide, “We should do...
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Virtual Face to Face

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business. Read Full Article

All articles

Marketing, Marketing Metrics, Marketing Strategies & Tactics
Why Financial Advisor Referral Campaigns Are an Underused Growth Opportunity
21 Aug, 2026 • BY Kristie Conner
TDLR; Referral campaigns generated the highest email-to-form submission rate of any content type in the report—approximately 2% end-to-end—yet only 14.2% of advisors used them. The opportunity is to turn client trust into a timely, easy, and...
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Marketing, Marketing Metrics, Marketing Strategies & Tactics
Financial Advisor Email Marketing Benchmarks and Trends for 2026
20 Aug, 2026 • BY Kristie Conner
TDLR; Financial advisor email remained effective in 2025: campaign email volume increased 7.3%, total opens rose 4.9% and link clicks increased 10.4%. The platform-wide open rate was 29.7%. However, campaign form submissions declined 25.4%, showing...
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Marketing, Marketing Metrics, Marketing Strategies & Tactics
The Financial Advisor Lifecycle Marketing Gap: Why Visibility Is Not Enough
19 Aug, 2026 • BY Kristie Conner
TDLR; The financial advisor lifecycle marketing gap occurs when a firm creates awareness but does not provide a structured path toward a meeting, referral or client relationship. In the 2025 data, awareness adoption was roughly 90%, while nurture...
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Marketing, Marketing Metrics, Marketing Strategies & Tactics
Why CRM-Connected Financial Advisor Marketing Performs Better
18 Aug, 2026 • BY Kristie Conner
TDLR; Connecting a financial advisor CRM to marketing automation turns stored relationships into reachable audiences. In Snappy Kraken platform data, CRM-connected advisors generated roughly three to four times higher engagement across campaigns,...
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