Automate Your Marketing With Snappy Kraken and Wealthbox

LPL Advisors: Discover how advisors can effortlessly set up and automate a monthly marketing plan using a clear, step-by-step process in minutes. Learn proven strategies to elevate client engagement, strengthen retention, and streamline prospecting through the power of automated marketing.

Join Doug Wardley of LPL, Graham Thomas of Snappy Kraken, and Chris Kopanski of Wealthbox for an in-depth look at how to automate an entire month’s worth of marketing with ease, helping you maximize efficiency and results.

This webinar will cover:

1. Why a monthly marketing plan is essential for building and retaining strong client relationships.
2. How advisors can streamline their marketing processes through automation and workflows.
3. Best practices for creating impactful and memorable marketing strategies.
4. How Snappy Kraken’s Simplified Monthly Marketing Plan workflow provides advisors with a monthly marketing strategy that can be implemented in under an hour.
5. How the integration between Snappy Kraken + Wealthbox makes marketing a breeze.