“With Freedom360’s complete marketing system, advisors can tap into our expertise to improve their marketing efforts and better engage clients and prospects. “Advisors are pulled in so many directions, particularly during this volatile market and upcoming recession,” Sofia said. Implement search engine optimization (SEO) to increase website traffic, add lead capture to the advisor’s website and automatically nurture leads to convert them to appointment-making clients.Ĭonsistently deploy fresh marketing content-including timely emails, market insights, referral generation campaigns and blogs- to clients and prospects on a monthly basis.Ĭonnect with other growth-focused advisors in a private channel of the Snappy Kraken community forum called The Reef where advisors can get training and resources from Snappy Kraken and other industry leaders to guide their marketing strategy.Īccess six exclusive pieces of content, which draws from Chief Executive Officer Robert Sofia ’s experiences growing a firm by more than $300 million in new assets under management (AUM) during the Great Recession from 2007-2009. The survey results also served as the impetus for the Freedom360 program, which counts among its offerings the ability to:Ĭonduct a comprehensive assessment of the advisor’s existing website and marketing technology to determine gaps and fix what’s broken. These findings underscore the need for advisors to better engage existing clients while bolstering their prospect pipeline with creative, data-informed marketing campaigns and websites designed for converting visitors into clients. In a recent survey conducted by Snappy Kraken, 52 percent of respondents indicated they would consider switching to a new financial advisor within the next 18 months. In addition to the sophisticated technology, content, and marketing support, this will free advisors’ time to serve existing clients and grow effectively without spending so much of their time on marketing. This new set of capabilities is aimed at helping busy advisors who are only getting a fraction of the results they could see from their marketing if it were handled by an expert. ORMOND BEACH, Fla.-( BUSINESS WIRE)- Snappy Kraken, the martech innovator serving financial services professionals, today announced the launch of its new packaged offering, Freedom360, to handle all the vital aspects of an advisor’s modern marketing strategy.
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