Snappy Kraken

Managing your busy schedule while marketing your firm is a lot of work. Sure, marketing tools can save you a lot of time, but you still need to block out time to use those tools. Which means you still need to devise a marketing strategy, write copy, find your images, publish to social media, launch email campaigns, and the list goes on and on. Wouldn't it be easier to have someone do it all for you? We call that Freedom360, our done-for-you marketing solution. And we've created a quick video below to show you how it works!

Referrals don’t have to be random or a hassle. We’ve got you covered with pre-built campaigns. Log in, hit personalize, and let the system do the work. More introductions with less effort.

🎥🔥 Our CEO, Robert J. Sofia, shared his favorite part of the event—the people. And if you know—you know— he’s all about people-first leadership. Check it out! 👇 #OrionAscent #PeopleFirst #Leadership

Traditional referrals work, until they don’t. They’re unpredictable. Inconsistent. Impossible to scale. And that’s the problem. You need a system. One that delivers high-value introductions consistently. Want to see how it’s done? Todd Fithian & Robert Sofia will show you how to build a scalable "warm introductions" system. 👉 Watch here: https://hubs.ly/Q036VXh50

Robert J. Sofia, our founder & CEO, recently shared with Gregg Greenberg how #SnappyKraken has found success as a fully remote company. "Since our founding in 2016, we’ve embraced remote work because it gives our team the flexibility to work in environments where they thrive. This flexibility has translated into better service for the thousands of advisors we serve – fueled by a highly motivated team focused on outcomes, collaboration and connection. Remote work isn’t just how we operate – it’s how we thrive and deliver for our advisors." Read more in InvestmentNews: https://lnkd.in/g5TRJd6d 

Referrals are random. People throw out names without much thought. But introductions? Those are different. People introduce up, to those they respect and trust. It’s intentional. Stop asking for referrals. Start creating introductions. See how 👉 https://hubs.ly/Q036VZSQ0

🔥 Only 27% of Americans work with a financial advisor. That means 73% of potential clients are still looking for an advisor—but how do you stand out in a crowded market? The truth is, referrals alone won’t cut it. If you want consistent, scalable growth, you need a proven marketing strategy—one that builds trust, attracts ideal clients, and keeps you top of mind without eating up your time. Here’s how top-performing advisors are doing it: ✅ Finding a niche – Stand out by specializing in a specific client type or financial need. ✅ Automating digital marketing – Use tools like Snappy Kraken to keep your marketing running (in just 1-2 hours per month). ✅ Leveraging client referrals – 65% of new business comes from word-of-mouth, but only if you stay engaged with your clients. 📢 Ready to market your firm the smart way? We break down exactly how to grow your client base and win more business in our latest blog. Check it out here 👉 https://lnkd.in/gaBqXVjV #FinancialAdvisors #Marketing #LeadGeneration #SnappyKraken #ColdToGold #AdvisorGrowth

Referrals are passive. Introductions are intentional. And guess what? People introduce up, to those they respect, not just anyone. So stop fishing for random referrals. Start earning high-value introductions. That’s where the real growth is. 👉 Watch Todd Fithian and Robert Sofia show you how to build a scalable warm introductions system: https://hubs.ly/Q036VZWg0

Advisors, you’re juggling a lot. Let’s be honest, you didn’t become an advisor to stress over marketing campaigns. That’s where we come in. Our reimagined Campaigns App tackles the biggest headaches advisors face—speed, insights, and workflow—so you can focus on what actually matters: growing your business. ✅ Get more done in less time. ✅ Leverage in-depth data for smarter decisions. ✅ Enjoy a streamlined, flexible workflow. Less clutter. More organic growth. Zero headaches. See it in action 👉 https://lnkd.in/eaiYb2FM

Today, we’re taking marketing technology for enterprises and advisors to the next level with the launch of the Enterprise Hub and Campaigns App – two powerful solutions designed to streamline marketing activity and accelerate organic growth. 🌐 Enterprise Hub – AI-powered platform for large enterprises to centralize marketing operations, ensure compliance and brand consistency and manage advisor networks seamlessly. No more fragmented tech stacks! 📱Campaigns App – All-in-one solution for individual advisors to launch personalized marketing campaigns, automate workflows and track performance insights with ease. With these new enhancements, Snappy Kraken is allowing enterprises and advisors to focus on client service while their marketing technology handles the heavy lifting 💪 Learn more in today’s press release: https://hubs.ly/Q036b3wK0