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Content sponsored by Trust & Will Help your clients or prospects understand the key differences between trusts and wills, empowering them to make informed estate planning decisions that protect their families. This video campaign provides clear,...
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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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Content sponsored by Trust & Will Help your clients or prospects understand the key differences between trusts and wills, empowering them to make...
See Full Article
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[NEW] The Three Types of Wealth That Define Retirement - Visual Insights Newsletter
09 Oct, 2025 • BY Snappy Kraken
This Visual Insights Newsletter campaign reframes retirement planning in a way that hits home emotionally while staying grounded in research and...
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[NEW] Q3 2025 Quarterly Financial Update
08 Oct, 2025 • BY Snappy Kraken
Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...
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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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Content sponsored by Trust & Will Help your clients or prospects understand the key differences between trusts and wills, empowering them to make informed estate planning decisions that protect their families. This video campaign provides clear,...
See Full Article

Advisors Excel has doubled AUM from $20 billion to $40 billion in just five years—showcasing the results that come from aligning marketing, sales, branding, and advisor enablement into a high-leverage growth system. Their approach is clear: modern...
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See why top-performing LPL advisors are using estate planning to deepen relationships, uncover hidden assets, and generate more referrals. Here’s what to expect from the latest webinar with Snappy Kraken + Trust & Will. The opportunity is real ...
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[NEW] The Three Types of Wealth That Define Retirement - Visual Insights Newsletter
09 Oct, 2025 • BY Snappy Kraken
This Visual Insights Newsletter campaign reframes retirement planning in a way that hits home emotionally while staying grounded in research and practicality. This campaign challenges the traditional “retirement = money” mindset and replaces it...
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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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