RESOURCES LIBRARY

Case Studies 

 
Explosive Growth in Action: Arax Investment Partners

Case Study

Explosive Growth in Action: Arax Investment Partners

Discover how Arax Investment Partners grew $28B in just three years by turning marketing, sales, and advisor enablement into a high-impact growth engine.

Explosive Growth in Action: Advisors Excel

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.

Mike Acevedo of Mike Acevedo Financial Planning

Case Study

Mike Acevedo of Mike Acevedo Financial Planning

How Mike added $2M in AUM with Snappy Kraken's Done-For-You Marketing Program.

Jeff Burrow of Sierra Ocean, LLC

Case Study

Jeff Burrow of Sierra Ocean, LLC

How Jeff Burrows is booking more appointments with Freedom360

John Suarez of Periscope Wealth

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

Hannah Buschbom of Ameriflex Financial

Case Study

Hannah Buschbom of Ameriflex Financial

How Snappy Kraken helped save 10-15 hours of marketing every month

Michael Baker of Vertex Capital Advisors

Case Study

Michael Baker of Vertex Capital Advisors

How Snappy Kraken helped automate marketing & grow their practice