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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. Our latest Inflation Update email and text campaign helps advisors respond to market headlines with calm, confident messaging clients actually...
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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. Our latest Inflation Update email and text...
See Full Article
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Campaign Releases, Single-Topic Emails
Thanksgiving - 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, 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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View All Campaigns

Personal connection videos

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Campaign Releases, Personal Connection Videos
[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. Read Full Article

All articles

Marketing, Marketing Strategies & Tactics
Holiday Events Financial Advisors Can Actually Do Before the End of the Year
02 Dec, 2025 • BY Snappy Kraken
The holidays arrive fast—and for many financial advisors, it’s already a sprint. Between client meetings, planning season, and year-end follow-ups, the idea of planning client “gifts” or events can feel impossible. But here’s the good news:...
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Marketing, Marketing Strategies & Tactics
How to Stretch the FINRA $100 Gifts, Gratuities and Non-Cash Compensation
01 Dec, 2025 • BY Snappy Kraken
As a financial advisor, the FINRA gift-limit rule can feel restrictive: you’re capped at giving only up to $100 per person per year for business-related gifts. But here’s something many advisors don’t realize: that $100 cap hasn’t been meaningfully...
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Marketing, Marketing Strategies & Tactics
The Story Behind “Welcome Monday”
30 Nov, 2025 • BY Snappy Kraken
If you work with clients for a living, you know the feeling. You wrap up the week, squeeze in a few family events over the weekend, and then Sunday night hits. Your mind starts running through everything waiting for you on Monday: Client reviews ...
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Marketing, Marketing Strategies & Tactics
Client Relationship Strategies for Financial Advisors
26 Nov, 2025 • BY Snappy Kraken
In the financial advisory world, relationships are everything. Clients don’t simply choose an advisor for numbers and analysis—they choose someone they trust, someone who communicates, and someone who shows up consistently. Maintaining Strong...
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