Voices Snappy new tools for adviser marketing

Voices Snappy new tools for adviser marketing. The brainchild of Robert Sofia and his co-founders, Snappy Kraken is attempting to streamline the online content marketing process for advisers. The third thing is that we also allow for users of existing content that we have created to do a zip-code check and see if anybody in their zip code is using that content,” he says. Another platform making waves is Twenty Over Ten. But what makes the Twenty Over Ten platform different is a built-in compliance engine. The company has labeled it Version 2.0. Their advisers then can have that ability to stand out, have their own voice, but they still meet pretty strict guidelines from compliance, and compliance will always have complete oversight,” Ryan Russell said. Russell, a professor of graphic design at Penn State, has been a consultant for financial services companies. You also have to come from the perspective of compliance, whether that’s your broker-dealer or otherwise. The support team flexibility and the speed at which they create websites has helped me to understand that this website build and re-design process doesn’t have to be painful and time-consuming.

Author: Dave Grant / Source: Financial Planning

The speed of technology advancement in the adviser space is blistering. New products are being launched, smart integrations are now available through increasingly opened APIs, and adviser feedback is inspiring more efficient features.

I don’t see tech advancement slowing and in my experience with two of the smaller companies, the next 12 months will see continual growth and transformation.

Snappy Kraken brings a smile to my face every time I say it. The brainchild of Robert Sofia and his co-founders, Snappy Kraken is attempting to streamline the online content marketing process for advisers. Sofia is no stranger to adviser marketing.

Prior to launching Snappy Kraken, Sofia co-founded Platinum Advisor Strategies in 2009 and oversaw the company’s 6,000% growth through early 2016. While Platinum provided marketing tools, much of the heavy lifting was still on the back of the adviser – something Sofia wanted to change with this venture.

Snappy Kraken is seeking to provide an all-encompassing approach to adviser marketing. Its platform is set up so advisers can log in and determine the kind of campaign they would like to run – whether they are marketing to a new client base, specific niche, or just want to deliver content to existing contacts. It is customizable, branded, and has features that allow it to be approved by compliance.

Once the adviser has selected the campaign (for example,“Why hire a CFP to manage your finances?”), they can determine a medium – email, direct mail, social-media marketing, Google Adwords – and click to get started. They can enter existing email addresses or use the campaign to drive new contacts to their list. Using non-adviser specific marketing features such as landing pages, lead magnets (think eBooks and free reports) and sales funnels, the goal is to make driving prospects to an adviser as automated as possible.

“You can use the same campaign, but you can modify it, change the images, change the colors, change the audience” – Robert Sofia, co-founder of Snappy Kraken

“It works for any budget, so you can get started for under $100 a month or you can spend thousands a month. It helps in both the RIA, independent, broker-dealer model, insurance model, and any financial services company can leverage our technology in content to grow business,” Sofia says.

GETTING BEYOND THE FIRST PROMOTIONAL WAVE

This platform appeals to me as an adviser. Creating content is challenging and it’s not uncommon to come up against a creative energy brick wall. I can understand the appeal in having a platform like Snappy Kraken at the ready. It’s often hard to consistently promote via multiple marketing channels to generate new interest.

The first wave of promotion is easy, but doing it consistently requires discipline and time.