Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing clients. Approximately 40% of advisors use social media as a marketing ...

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the martech innovator serving financial advisors, today unveiled a holistic product offering that will make it easier for advisors to fulfill all ...

In an era where technology and consumer behavior evolve rapidly, financial advisors must continuously adapt their marketing strategies to stay ahead. The Rainmaker Multiplier On-Demand podcast is one ...

Whether you have a new advisory firm or an established one, you need a marketing plan. Proper marketing can help you attract your ideal clients, establish your brand's credibility and reputation and ...

The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients.

MIAMI--(BUSINESS WIRE)--Snappy Kraken, the martech innovator serving financial advisors, today announced the introduction of its Nitrogen Lead Generation Campaign live from the trade show floor at ...

Marketing tech provider Snappy Kraken has launched a new tool designed to help financial advisors streamline their marketing efforts. On Monday, the marketing technology firm introduced its new ...

When meeting with a prospect for the first time, you probably don’t automatically offer your products or services. Instead, you build a foundation by talking with them to learn where they are now and ...

Online reviews and brand identity matter more to today’s potential clients than old-fashioned referrals, according to a surey by Ficomm Partners, an Irvine, Calif.-based communications company that ...

Like any other business, advisory firms mostly rely on marketing strategies to help generate leads and grow. As for marketing strategies themselves, advisors seem to be stuck developing one – or a few ...

“I have all the clients I need, so I don’t need to do marketing.” For independent advisors, I believe this is a very self-destructive statement. And, something I hear a lot. A financial advisory ...