What Advisors Are Saying
Real results from real financial advisors. See why 7,000+ professionals trust Snappy Kraken.
"Snappy Kraken is the best marketing platform for financial advisors. Period."
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Marty Bicknell
CEO, Mariner Wealth Advisors
"The automation has completely transformed how we approach marketing. We went from zero digital presence to a fully automated marketing machine."
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Brian Traverso
Founder, BOLT Wealth Management
"Within the first year, we saw a 250% increase in AUM directly attributed to Snappy Kraken campaigns."
CM
Chris Mullis
Managing Director, NorthStar Capital Advisors
"I landed a $1.5M client directly from a Snappy Kraken email campaign."
MHB
Michael H. Baker
Financial Advisor
"The pre-built campaigns save me hours every week. I just set them up and they run on autopilot."
LH
Leah Humphries
Financial Advisor
"Freedom360 is like having a full marketing department at a fraction of the cost."
JB
Jeff Burrow
President, Sierra Ocean Custom Financial
"We acquired 4 new clients in our first year using Freedom360. The ROI has been incredible."
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Heath Harris
Founder, Oliver Wealth Management
"The website they built for us is stunning and converts visitors into leads consistently."
TD
Thomas Dircks
Financial Advisor
"Within the first week of using Convos, I had 2-3 warm meetings booked. Text messaging is a game changer."
TH
Taylor Herzog
Founder, TYME Advisors
"Snappy Kraken is our #1 revenue producing partner."
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Keith Gregg
CEO, Chalice Connect
"We saw an 83% increase in client engagement after implementing the Marketing Hub."
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Jay Reeves
Founder, Clarity Financial
"The Marketing Hub gives us complete visibility into what is working and what is not."
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Greg Brown
Partner, Pathway Financial
"The bundled pricing makes it easy to get everything we need without breaking the budget."
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Ari Baum
CEO, Endurance Wealth Partners