Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, knows from first-hand experience that the opportunity to win clients and gather new assets is greatest when markets are uncertain.
“During volatile periods like this, clients appreciate hearing from their advisors, and it will also motivate them to proactively refer people they care about to their trusted advisor,” said Robert Sofia, CEO and co-founder of Snappy Kraken. “Consumers with investable assets are asking questions and financial advisors are uniquely positioned to answer them. Now is the time to be more visible and focused on helping more people who fit your ideal client profile.”
As a way to provide quick and practical strategies for advisors who may be time-crunched and focused on reassuring current clients as the markets dive and current events unfold on social media and via traditional media outlets, Snappy Kraken has scheduled a webinar, which they will present three different times, so that advisors can conveniently fit it into their schedules.
“Practical Strategies for Reaching Prospects”
Free webinar to help advisors earn more business now
Thursday, March 12, 4pm ET
Friday, March 13, 4pm ET
Monday, March 16, 4pm ET
Attendees will receive proven templates and tools, including a “Volatile Times” referral script and four ready-to-use slides used in 2007 and 2009 that helped a small advisory firm gather almost $200 million in new assets. Dozens of additional insights will be shared, including “Open Loop Psychology” to help motivate prospective clients.
ABOUT SNAPPY KRAKEN
Snappy Kraken provides marketing automation, online advertising, and bold, unique marketing for financial professionals. Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. All Snappy Kraken subscribers are assigned to a personal Success Specialist who helps them setup, manage, and optimize their use of the platform through monthly performance check-ins. To learn more about Snappy Kraken’s solutions for financial advisors, including white-labeled enterprise solutions, visit www.SnappyKraken.com.