Snappy Kraken's Sofia: Bringing marketing to the masses
February 15, 2018 @ 12:00 am
What is Snappy Kraken? In a nutshell it is the most innovative marketing platform for advisers.
More from the Event
This paper provides advisers with a current snapshot of women investors as a powerful opportunity, and explores their attitudes towards investing and adviser performance. It also goes a step further to propose a new approach to helping women achieve the goals that may be most important to them.
Financial planning for non-traditional couples is a field that is experiencing dynamic change. Although most developments have been liberating and positive for affected clients, changes are coming so fast that keeping track of them can be bewildering. This new white paper from AIG Advisor Group highlights some of the most important developments.
Pricing presents an opportunity for advisers to better align their services and fees to more accurately reflect the value they delivers to their clients on a regular basis. This white paper explores how advisers can assess their pricing structure, popular pricing strategies, and how to effectively implement a pricing change while minimizing the impact to their clients.
Findings from the Fidelity Advisor Insights study reveal the traits of "High-Performing" Advisers who earned twice as much as other advisers.
When you tell your best clients that they lack an adequate amount of life insurance, do you ever stop to think that maybe you should listen to the same advice? In other words, you should have more protection against the loss of your best clients.
Every business needs capital. It’s your stake in that big lifelong game called Success. Your capital empowers you to do a lot more than keep the lights (and computers) on: it’s the foundation for your future growth and your protection during future economic downturns.
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.
Learn more about what it means to be an essential advisor and about the tools and resources advisors need to help their clients navigate investment decisions through every stage of their lives.