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[NEW] General Fall Season - Holiday Email
29 Sep, 2025 • BY Snappy Kraken
This email and text is designed to give you another meaningful touchpoint with clients or prospects. It offers a simple, seasonal way to stay connected, encourage reflection, and remind them of key planning opportunities as the year winds down. ...
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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.
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[NEW] General Fall Season - Holiday Email
29 Sep, 2025 • BY Snappy Kraken
This email and text is designed to give you another meaningful touchpoint with clients or prospects. It offers a simple, seasonal way to stay...
See Full Article
-Sep-25-2025-04-22-31-8603-PM.jpg)
This campaign revolves around a crucial question every prospect should be asking: "Will my money last through retirement?" This Retirement Income...
See Full Article

[NEW] Recent Fed Rate Cut - Timely Email
24 Sep, 2025 • BY Snappy Kraken
This timely email delivers a clear, relatable explanation of the Fed’s recent quarter-point interest rate cut—its purpose, the economic backdrop, and...
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Personal connection videos
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[NEW] The Hidden Story Behind Financial Success - Personal Connection Video
18 Sep, 2025 • BY Snappy Kraken
This campaign tackles the hype of “get rich quick” stories and reframes the conversation toward steady, strategic wealth-building. The content exposes the pitfalls of chasing flashy financial wins—crypto booms, meme stocks, IPO millionaires—and...
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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.
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[NEW] General Fall Season - Holiday Email
29 Sep, 2025 • BY Snappy Kraken
This email and text is designed to give you another meaningful touchpoint with clients or prospects. It offers a simple, seasonal way to stay connected, encourage reflection, and remind them of key planning opportunities as the year winds down. ...
See Full Article

A Few Key Takeaways — Kitces Report
25 Sep, 2025 • BY Snappy Kraken
The Kitces Report: The Technology That Independent Financial Advisors Actually Use (And Like) offers a rare window into how firms are truly using technology. It goes beyond vendor promises and shiny demos to uncover what actually drives results...
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This campaign revolves around a crucial question every prospect should be asking: "Will my money last through retirement?" This Retirement Income Planning campaign is a multi-touch, low-pressure invitation that helps financial advisors connect with...
See Full Article
-Sep-25-2025-04-22-31-8603-PM.jpg)
[NEW] Recent Fed Rate Cut - Timely Email
24 Sep, 2025 • BY Snappy Kraken
This timely email delivers a clear, relatable explanation of the Fed’s recent quarter-point interest rate cut—its purpose, the economic backdrop, and the ripple effects it could cause across jobs, spending, markets, and daily financial life. ...
See Full Article

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Cold to Gold Framework
The Cold to Gold Masterclass is your marketing manual. It shows advisers the proven framework for keeping their pipeline full, the types of campaigns that warm up prospects the fastest, and what the top 25% of advisers do differently in their marketing.
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Robert’s Masterclass
The Blend Out Masterclass is your predictable and scalable framework, proven to give you results. In this series, Snappy Kraken CEO, Robert Sofia, will give you 3 powerful memory aids to hijack your brain, the one major factor that separates success from failure, and more.
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