Recorded Webinar
Workflows

Simplify Your Marketing and Drive Stronger Results with Snappy Kraken + Wealthbox

PRESENTED BY
+

ABOUT THIS WEBINAR

Join Snappy Kraken and Wealthbox for a deep dive into how advisors can set up and automate a month’s worth of marketing with a simple, step-by-step workflow. Learn how to elevate client engagement, retain clients, and prospect faster through strategic automated planning.

This webinar will cover

  1. 1 Why a monthly marketing plan is essential for building and retaining strong client relationships.
  2. 2 How advisors can streamline their marketing processes through automation and workflows.
  3. 3 Best practices for creating impactful and memorable marketing strategies.
  4. 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. 5 How the integration between Snappy Kraken + Wealthbox makes marketing a breeze.

SPEAKERS

Graham Turner

Graham Turner

President

Snappy Kraken

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“When it comes to marketing, making use of your contact lists is paramount. That is why we’re excited to have the Wealthbox integration, making it easy to sync contacts directly from Wealthbox within Snappy Kraken.”
Brad DeLoatche

Brad DeLoatche

Chief Product Officer and Founder, Snappy Kraken

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo