See how financial advisers and their assistants rate our digital marketing content, tools, and support.
Our results speak for themselves!
Marketing Manager
Ohanesian / Lecours
Via Email
An excited Snappy Kraken member tells our Success Team about recent success with a campaign.
Managing Partner
Financial Chef, LLC
Via Email
A Snappy Kraken member sent us this response they received from a client after sending out a recent Coronavirus Campaign.
Investment Advisor, Partner
Archer Investment Management
“We increased social media & client communications by 300% using Snappy Kraken!”
Podcast Clip
Experiments in Advisor Marketing
Via Email
This is one of our favorite responses that a Snappy Kraken member got from a timely coronavirus messages.
Manager, Founding Member
Vertex Capital Advisors
“You guys are killing this! Thanks for the help in managing clients during this crazy time!”
Via Email
A quick email from a Snappy Kraken member thanking us for the time and stress we save them.
Fiduciary | Investment Advisor
JST Investment Consulting, RIA
“The recent emails added to the campaigns are excellent! I want to stay in communication with clients and provide relevant info and not have to curate something on my own every week. It helps me focus on other areas of my practice that are more important. Like the calls and monitoring accounts!”
Via Internal Slack
Our CMO shares some great feedback he got about our setup process in our one of our internal Slack channels.
V.P. Wealth Advisor
Harvest Financial Advisors
“I love the content and the graphics. I think the product they offer is very spiffy and engaging. They also did a good job onboarding us as clients.”
Via Internal Slack
Megan drops an updated from an ecstatic Snappy Kraken member in an internal Slack channel.
Managing Director
GeaSphere Advisors
“I love your service and I feel we are getting much better results as we build our network of followers. But, by far the best part of your service is your amazing personnel that I talk to monthly.”
Via Twitter
A Twitter shoutout about our workplace culture. @BoulderViewCap, we can confirm that it is.
Financial Services Professional
American Heritage Financial, LLC
“The support is amazing! I am thoroughly pleased, they go way above and beyond even my wildest expectations.”
Via Email
A Snappy Kraken member shared with us some great feedback that they got from a recent timely email.
Founder, CEO
LS Wealth Management, LLC
“I love the way your campaigns have a landing page to attract people. Such good content and graphics!”
Via Email
A happy Snappy Kraken member forwarded this response from a prospect after sending out one of our timely email messages.
Founder, Managing Member
Retter Capital Management, LLC
“We’ve only been on the SK platform for a few months but we’re very impressed with the content and attention. You folks are top-notch and this letter’s content speaks to that. We’re very happy to have SK as a part of our practice!”
Via Email
A client of a Snappy Kraken member shares high praise of a recently timely message.
President
Stage 2 Planning Partners
“Your emails are really good and we’ve put together a list of 450 people we’re sending it to. The first email had 25% open rate!”
Via Email
A Snappy Kraken prospect shares the love before even coming onboard.
Manager, Founding Member
Vertex Capital Advisors
“Snappy Kraken has provided the opportunity to significantly boost our online presence and engage clients — all without taking hours of time each week. The cross-platform marketing they develop is current to trends and the interests of my clients. I’m very pleased with the service provided by Snappy Kraken and have recommended them to my colleagues across the Country.”
Via Facebook
Diana Marra jumped in to answer a prospect’s question on Facebook. We think she did pretty well.
Managing Partner
Financial Chef, LLC
“10 people reached out to me and three asked for an appointment. I met today with Scott who I met years ago networking in Miami. He has a net worth of $40MM with $10MM in equities. He has always done his own investments but told me that he was compelled to call me. Not sure what it will lead to, but I would not have had the opportunity without Snappy Kraken.”
Via Email
A Snappy Kraken member email about their excitement for the new Personal Connections Video Series.
Manager, Founding Member
Vertex Capital Advisors
“Snappy Kraken’s consistent drip of awesome content makes me look top notch with my followers! Recently their Retirement Success campaign led me to a $1.5 MILLION client!”
Via Twitter
Snappy Kraken members jumping in to answer some public questions about the platform.
President
Archer Investment Management
“We have been getting consistent calls since we started using Snappy Kraken. Just last week, I converted a prospect to a client and got 5 other calls from prospects on just one campaign!”
Via LinkedIn
A Snappy Kraken member sending our CEO some LinkedIn praise after a webinar.
Partner & Wealth Advisor
AmeriFlex® Financial Services
“I’ve only been using Snappy Kraken for 3 months and I’ve already converted two of my prospects into clients by using their system, and I’m getting great feedback on the content!”
Via Gmail Thermometer
A happy Snappy Kraken member dropped a great review for our team.
Owner
NestEgg Advisory
“I love Snappy Kraken! I’m getting better engagement with prospects & clients, and clients really like the visual insights newsletters!”
Managing Director
GeaSphere Advisors
“What I love most is that Snappy Kraken runs on autopilot. I speak to you, we launch campaigns, and I get nothing but positive feedback.”
President
Blanchard Wealth Partners
“The platform has saved me a lot of time. It’s so beneficial because I’m not looking at it every day and I don’t need to.”
Partner and COO
Roland Financial
“The 90-Day New Client Campaign saves us a ton of time! And just the fact that we have a personal liaison that walks us through your software every month is worth the price of admission!”
Marketing Manager
Oxford Financial Partners
“Snappy Kraken has made it easy for us to stay in front of our clients and prospects — It’s all done for us. They have created tons of high quality content and continue to develop new material each month. The platform is easy to use and we’ve received excellent support from day one.”
Chief Executive Officer
The Ezra Group
“All advisors should check out how Snappy Kraken makes marketing more effective.”
Fiduciary | Investment Advisor
JST Investment Consulting, RIA
“Snappy Kraken has helped streamline my education and communication with my clients and prospects. SK has high quality, relevant, and timely content that would take me a ton of time and money to try and replicate on my own. I have worked with other communication platforms and nothing comes close to the power of SK. Most importantly, I have seen substantially more positive interaction with my clients and prospects as a direct result of my use of SK.”
Co-Founder and Head of Marketing
TechGirl Financial
“We run Snappy campaigns every month and love the ability to customize the content with email marketing and social posts. The FINRA letter also makes it a breeze to get it through our compliance review.”
Senior Wealth Advisor, CFP®, CKA®, CWS®, AIF®
Franklin Wealth Advisors
“We started with Snappy Kraken back December of 2018 and have seen a significant pickup in client referrals since then! And the topper is that they help us with every step.”
Via Email
The advisers who appreciate us the most are the ones who are the most frustrated with marketing. Marketing takes both rational/analytical skills AND irrational/creative skills. Whether you lean heavily in one direction or the other, we’ve got you covered!
