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Best Practices Blog

Snappy Kraken Waives Set-Up Fees, Freezes Prices and Enhances their Automated Marketing System for Financial Advisors

3/27/2020

 
Snappy Kraken continues to be proactive on behalf of advisors during these challenging times, retooling their business model to ensure that advisors can benefit from their offerings to better serve clients amidst the current pandemic.
​
On Thursday, March 26, 2020, Snappy Kraken sent an open letter to all advisors and to WealthTech firms, describing the changes and encouraging the other tech companies to similarly help advisors address their challenges.

Read More

Webcast on January 16, 2020 to Reveal Advisor Marketing Trends and What Motivates Current and Prospective Clients to Take Action

1/12/2020

 
Financial advisors who want to understand the changes they will need to make to be a more effective marketer in 2020 will want to attend this webinar and learn:

The Latest Advisor Marketing Trends Revealed in New Study: Over 9.3 Million Data Points Analyzed Prove What Motivates Prospects and Clients to Take Action

This is the most comprehensive report and data analysis ever conducted on advisor-specific digital marketing, and the results set benchmark standards for the 2020 marketing landscape.

For the first time ever, we will be seeing the scientific findings and objective data analysis mined from 14,229 marketing campaigns deployed by financial advisors in 2019.

Read More
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    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years, and special guests. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. From time to time, Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.​

    Tweets by @marieswift

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©2020 Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites
    • Advisor Coaching
    • How We Work
  • Institutions
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      • Examples of Impact Communications news releases
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    • 2021
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