EXCLUSIVE TOOL: Personalizing Your Online Presence to your Ideal Client
This tool was developed by our strategic partner Snappy Kraken to help advisors personalize their online presence to their ideal client's specific needs.
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Snappy Kraken Toolkit
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3-Point Website Assessment
Is your website converting traffic into new leads and prospects? Find out how to quickly boost your website performance in this 3-point assessment
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Book More Appointments with Texting
Texting gets a 98%+ open rate (compared to ~20% on email). Convos is our 100% compliant text messaging tool designed for financial advisors.
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Watch a 6-Minute Demo of Snappy Kraken
Want to see exactly how Snappy Kraken is helping thousands of advisors grow their firms in just 1-2 hours per month?
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8 Top Performing Campaigns for Financial Advisors
Over the past 5 years we've created 371 unique campaigns for Financial Advisors. This microbook breaks down our top 8 (along with stats on how they performed).
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How To 5x Your Return On Marketing Spend With This "Cold To Gold" Framework
Watch our studio-produced masterclass on how to get the most out of your digital marketing by implementing a proven strategy.
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What 800 HNW Investors Shared About Bear Markets and Recession Fears
We recently surveyed 800 investors in the US earning at least $200k. Here's what we learned.
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