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Case Study
Driving Engagement as an Advisors Excel Firm
Inside the Mind of an Advisors Excel Advisor and Marketer with Chris Mediate from Mediate Financial Services, Inc.
Case Study
StoneX Wealth Management Advisor Transformed Client Acquisition
Chad Karl, Boutique, Independent Financial Planning
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Case Study
Explosive Growth in Action: Advisors Excel
See how Advisors Excel doubled AUM from $20B to $40B in five years by turning marketing, sales, and advisor enablement into a powerhouse growth system.
Case Study
Mike Acevedo of Mike Acevedo Financial Planning
How Mike added $2M in AUM with Snappy Kraken's Done-For-You Marketing Program.
Case Study
Jeff Burrow of Sierra Ocean, LLC
How Jeff Burrows is booking more appointments with Freedom360
Case Study
John Suarez of Periscope Wealth
How John Suarez of Periscope Wealth won a HNW client worth $150k/year using one automated email campaign
Case Study
Hannah Buschbom of Ameriflex Financial
How Snappy Kraken helped save 10-15 hours of marketing every month
Case Study
Michael Baker of Vertex Capital Advisors
How Snappy Kraken helped automate marketing & grow their practice
