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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
Financial Advisor Marketing in 2026: Key Benchmarks and Strategies
26 Aug, 2026 • BY Kristie Conner
TDLR; Financial advisor marketing is becoming less linear and more connected. Data from more than 9,000 advisor users shows that website conversion is growing faster than traffic, CRM-connected advisors generate three to four times stronger...
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Marketing, Marketing Metrics, Marketing Strategies & Tactics
Marketing Automation vs. Managed Marketing for Financial Advisors: Why Execution Needs an Owner
25 Aug, 2026 • BY Kristie Conner
TDLR; Marketing automation makes repeatable advisor communication possible, but it does not replace strategy, campaign selection, review and follow-up. The report found that managed execution produced stronger engagement, with Freedom 360 users...
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Marketing, Marketing Metrics, Marketing Strategies & Tactics
When Should Financial Advisors Market? How Timing Shapes Prospect Demand
24 Aug, 2026 • BY Kristie Conner
TDLR; Financial advisors should maintain year-round visibility but increase the relevance and clarity of next steps when financial decisions become more urgent. In the 2025 data, advisor campaign activity stayed relatively flat while website visits...
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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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