Case Study: Mike Acevedo Financial Planning adds $2 million in AUM with Snappy Kraken

How Mike added $2M in AUM with Snappy Kraken's Done-For-You Marketing Program

Mike Acevedo Financial Planning, a firm serving first responders in Southern California, needed a better way to create email marketing that resonated with its niche audience and reflected its investment philosophy. After struggling with uninspiring content from other vendors, owner Mike Acevedo turned to Snappy Kraken and its Done-For-You marketing program, Freedom360, to save time and improve engagement.

Snappy Kraken built and managed Mike’s website and compliant email campaigns, while giving him the flexibility to add his own input when needed. The result was 3-5x more newsletter responses, nearly $2 million in new assets under management from one email campaign, and about $30,000 in recurring annual fees, with Mike saying Snappy Kraken “paid for itself with that single email.”

Mike Acevedo Financial Planning

Mike Acevedo

Certified Financial Planner