WE SHOULD INTRODUCE OURSELVES

“It has been my privilege to serve solo advisers, growing practices, RIAs, family offices, BDs, GAs, BGAs, custodians, investment companies, and insurance companies. On average, my work has driven annual growth of 609% per year for the organizations I have operated or supported. This track record is something I am very proud of and that requires support from a diverse team of designers, developers, marketers, writers and project managers. I only work with top talent.”

“I believe in putting people ahead of business, obsessing over details, taking risks, working hard, and giving back.”

“Since all of our time on this planet is limited, I feel extremely fortunate that I work with a team that strives to make that time better for more people. That’s how we work together and that’s what we’re doing for businesses and their customers. We use our talents to help those people. That’s what we’re good at, and that’s what we love.”

“I love helping people, I love technology, and I love business. So, every day I work more toward doing what I love by combining all of that in fun and creative ways. As CTO for Snappy Kraken, I aim to create meaningful tools that give people just what they need at the right time. For Businesses and Customers alike, I focus on making things purposefully simplified.”

“Our team is more like a rock band. We play our individual instruments, and we play well together. There are a couple huge benefits to thinking this way: First, it keeps our ego in check so we can collaborate easily and create something bigger than any of us could do on our own. And it reminds us that we have an obligation to inspire an audience and include them in the fun.”

“Marketing isn’t about one-off attempts at getting attention. You have to think in campaigns. You have to sweat upfront and be deliberate about all of the moving parts. But who has the time for that, especially if you’re running your own practice or serving clients? That’s why we built Snappy Kraken.”

“I truly respect our team and I learn from them with every interaction. We bring our best everyday and laugh together a lot.”

“I start by embracing the big picture and then figuring out how to get things done effectively while keeping clients and the team informed, and on task. I’ve worked with hundreds of financial advisors, business owners and major corporations to understand their vision and help them identify and market their opportunities. I’m convinced the best way to fuel loyalty-based business growth starts with creating a unique and enjoyable client experience.”

“Everything about us at Snappy Kraken is so different. The best thing about the team we have is that there are no egos. We all respect each other’s talents and contributions. I can’t emphasize how important it is for me to be in an environment that supports me and enables me to create the best work I can produce.”

“Your message can be clear, it can be powerful, and it can even be great, but if it is not wrapped around something visual with a high impact, you lose your connection and effectiveness with your clients. As a designer, you have to mold yourself to every project you work on. You have to exude the same passion and commitment to modern, clean designs as you do to trendy and hip ones. I pride myself in staying fluid, adapting to new styles and being able to easily cross over those lines to produce quality designs in a wide range of styles and disciplines. I love helping clients define their own style and approach to business. I love what I do.”

“The strength of our team is in the depth of experience we all have working with financial advisors. When Robert told me who was on the founding team I knew I wanted to be part of it.”

“My experience as a compliance principal, financial advisor, and candidate in the CFA program gives me a very broad understanding of the industry and issues advisors face. I want our clients to know I understand the language and compliance concerns, and have the ability to take what they want to say and make it resonate with their clients.”