Case Study: Mike Acevedo Financial Planning achieves $2M in AUM growth with Snappy Kraken

Mike Acevedo Financial Planning adds $2M in AUM with Snappy Kraken

Mike Acevedo Financial Planning, a solo financial advisor, faced the common challenge of limited bandwidth. He needed a way to scale his outreach and stay top-of-mind with his network without sacrificing the time he spent on client planning. To overcome this, he turned to Snappy Kraken and its Freedom360 "done-for-you" marketing program.

Snappy Kraken provided a solution through pre-built, compliance-approved campaigns that could be scheduled and deployed in minutes. By implementing this automated system, Mike Acevedo launched a single email campaign that generated $2 million in new assets under management (AUM) and $30,000 in new annual recurring revenue, all without needing to hire additional marketing staff.

Mike Acevedo Financial Planning