RESOURCES LIBRARY

Case Studies 

 
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

Juan Munoz of Life Strategy Financial

Case Study

Juan Munoz of Life Strategy Financial

How Juan Munoz of Life Strategy Financial used original content to land a $6MM client...

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