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Podcasts

The Secrets to Marketing a Small RIA

The challenges of growing an RIA are myriad. And the greatest obstacle may be the pressure that comes from trying to market your services while still focusing on all of the work your clients expect from you. As an advisor, you need to grow your business which requires a good marketing strategy. No one said you have to do it all yourself.

On this Elementality, Abby talks with DJ Highum of Snappy Kraken about how your marketing can stand out from the competition with plenty of time left over to do what you do best—offer advice. Whether it’s Facebook ads, social media campaigns, or email and direct mail marketing, Snappy Kraken helps RIA firms create coordinated marketing campaigns that result in turning prospects into clients.

 


Podcast Transcript

Abby Morton:
What is the right strategy? What is the right direction to go? Like how do I know like what that monthly cadence is? How do I know how long to run a campaign? Like how, are you guys guiding me through making those decisions or how does that work?

DJ Highum:
Yeah, absolutely. So that kind of goes back to what I mentioned our, what we call our Cold to Gold framework. So we separate those different campaigns into different categories. Is it…

Abby Morton:
Okay.

DJ Highum:
More of a top of funnel campaign that’s designed to earn contacts, right? Is it more of a middle of funnel? Let’s build credibility with those existing contacts that we have and try and encourage a conversation? Or is it specific for clients to update them on happenings in the marketplace or whatever might be going on.

Abby Morton:
Hey, it’s Abby. Looking for a way to demonstrate your full value and get more clients? Elements is here to help. In fact, we’re so confident we can help, we’ll guarantee it. That’s right. Starting today, if you sign up with Elements and don’t get a new client in the first 90 days, we’ll refund your money. Don’t wait. Act today. Go to getelements.com/demo. Can’t wait to hear from you.

Abby Morton:
Welcome to Elementality. Each week, Reese and Carl, share their philosophy about financial planning as they explore the emotional and functional jobs that need to be done. With the focus on the Elements Financial monitoring system, Elementality will show you how to deliver a modern client planning experience and help you revolutionize how to grow your business. Enjoy.

Abby Morton:
Welcome to the show today everyone. I’m your host, Abby Morton here with DJ Highum of Snappy Kraken. Welcome DJ.

DJ Highum:
Hey, thank you, Abby.

Abby Morton:
We’re so happy to have you. DJ is from Snappy Kraken, he’s their head of sales and I’m sure as many of you have heard rumblings about Snappy Kraken, how amazing it is. It’s this cool marketing tool for financial advisors. So I was really excited when I met actually, Robert Sofia, your CEO at the Riskalyze Conference this last fall here in Salt Lake City, actually.

DJ Highum:
Yeah.

Abby Morton:
And just kind of shared a lot of commonalities about our two businesses and I thought they’d be a great guest to have on the show. So thank you for making the time today.

DJ Highum:
Yeah, thanks for having me.

Abby Morton:
So DJ, why don’t you start, like, kind of high level, what is Snappy Kraken, why would a financial advisor care about what you guys have to offer?

DJ Highum:
Yeah, no, absolutely. I mean, number one and is that we’re an all encompassing marketing platform, right? For financial advisors and we work exclusively, exclusively with financial advisors. So we know the space, we know what financial advisors want from their marketing, and most importantly, what their clients want from their marketing, right? What they’re looking for and prospects and whatnot. And we really came to solve the problem, like blending in too much, right? With advisor marketing. Like you’ve seen enough people awkwardly standing on rocks for no apparent reason or lighthouses and that sort of thing. Somebody smashing a piggy bank again.

Abby Morton:
Yeah. In a boat, right?

[laughter]

DJ Highum:
Right. Yeah. So there’s so much of that crowding the space and it’s like, how do you stand out on social media or even in the subject line of an email if you’re putting out the same thing that everybody else is and already drowning in that marketplace. So we really wanna create stuff that blends out, right? Really grabs people’s attention. I mean, if that’s not obvious by the name Snappy Kraken, right? Like trying to break the mold and really do things differently. And so that’s kind of first and foremost is we wanna create content. So we create all of our content in-house. We have our own incredible, we call it the Magic Factory, our design team that does the graphics and the writing and all of that stuff. And we create all of it so it’s unique and original, which is way more effective than like reposting an article from around the web that anybody else could do.

DJ Highum:
So we do that, but then we’ve paired it up with the technology. It’s a software tool that really makes it easy for advisors to actually get that content in front of people. So being able to automatically send emails to your contact list, automatically posting to social media. We’ve got landing pages and lead magnets and all those things. And then we’ve combined that with the website side of things to make sure that, hey, if somebody’s hitting your website, is there a clear funnel and a clear path for them to go from just a visitor to a lead, right? And then onto the email list and all of that. So we’ve built a lot of it around what we call our Cold to Gold framework. If you meet with any one of our teammates that we talk about it all the time, but it’s quite simply, hey, how do you turn a cold prospect into that gold client, right?

DJ Highum:
So, we really try and create all of the different marketing components from that very beginning. Where do they find you? How do they find out about you all the way to the end? And then even beyond for existing clients, we want them, we wanna turn you into a raving fan for your clients so that they’re more likely to bring you up in conversations with their friends and family and whatnot and create those referrals that are always one of the best sources of business. So that’s really Snappy Kraken in a nutshell.

Abby Morton:
So it, I guess when I think about marketing, I think the marketing’s done when the client comes in the door and signs the agreement. But from what you just said, you even take it a step further and are continuing to nurture and engage existing clients.

DJ Highum:
Yeah, absolutely. And that’s equally… It’s not more important than the prospecting side of things because your clients are twofold. And that one, you wanna retain that business and make sure that they’re customers for life, right? But at the same time, like I said, referrals are such a important source of new business and some of the best clients that you’ll get and that really only happens like the advisors that are top of mind with their clients. If the only time you’re talking with your clients or the only time they hear from you is, well, hopefully not when it’s just a downturn, right? And they’re angry about something like, we want you, we want them to hear from you all year long about the good and the bad that’s going on and staying up to date and really make you a source of credible information on what’s going on.

DJ Highum:
But one of the unique things that we do at Snappy Kraken is, is we write all of our content to feel very conversational in tone, feel very personable so that it’s not just like a 20-page white paper on such and such or whatever where it’s just pure information. Like we want that relationship to be there, even through that marketing. So we write everything to really facilitate that relationship that you already have with your client and make sure that you continue to get their business as well as those referrals.

Abby Morton:
Yeah. Okay. Awesome. I have a couple questions more there, but I wanna step back from the beginning. Maybe like why financial advisors, right? Every industry needs marketing. Like what was the tie that Snappy Kraken decided like, I wanna focus specifically on financial advisors and helping them?

DJ Highum:
Yeah, no, that’s a great question. It really ties back to our founders. So Brad, Angel and Robert all kind of got together early on and they come from that industry, they come from that space and they added Francesca McLin, who’s an incredible writer in the financial space as well. And so it really was just coming, like the experience that we had, like we already knew that industry really, really well. So like, let’s take what we know and focus on that, right? There’s a lot of power in picking a niche and staying with that. And that’s essentially what we did with with Snappy Kraken.

Abby Morton:
Yeah. Okay. So they were there, they understood the lack of software and technology and guidance that was in the industry for financial advisors. And so they’re like, let’s solve this problem.

DJ Highum:
Exactly. Yep.

Abby Morton:
Okay, that makes sense. So I know something that financial advisors are obviously gonna think about, when they’re hiring a marketing company is like, how can I trust that this content is like, accurate and relevant and like, not just written with just like a marketing focus, but it actually is technically correct? Talk to me about like how that all comes together.

DJ Highum:
Yeah, absolutely. So first and foremost, like I said, the writing team that we have, everybody comes from the industry. So we’re very well versed in compliance law. We actually do host webinars often on compliance and concerns there and thing and what’s changing. So we’re always updating our advisors… Our clients on A, what does this Secure Act, right? The changes in the Secure Act mean for you and your marketing, things like that. So we’re very well versed in that space. But then, obviously compliance is a big concern for advisors. So we make it as simple as possible. In fact, before you launch any one of our campaigns, there’s a very easy one-click button to package everything into a nice little PDF that you can easily email or upload or send to your compliance team.

DJ Highum:
And then they can review it. They can see red lines from what’s different from the original copy to what maybe the advisor wanted to personalize a little bit. And they can easily review that and give that compliance approval. So all of our content’s written from the beginning. And then of course as far as accuracy goes, we cite all of our sources for any data that we’re discussing in any of the materials. So if the advisor or anybody wants to go through and look at that information, they’ll easily have access to it.

Abby Morton:
So do you have financial advisors who enjoy writing the content, or are they more like copywriters and content writers who are just very familiar with the industry and the different laws that are passed and regulations that they need to know about?

DJ Highum:
Yeah, so I, it’s probably a bit of both, but mostly copywriters that are very familiar, but we have like our own research team that’s going through and finding that data and putting the facts together and then we’ll have a copywriter kind of look it over and actually write it in a way that everybody’s gonna understand, not just somebody that is technically financially savvy. Right?

Abby Morton:
Right, right. Which is probably [laughter] where maybe some financial advisors get in trouble is they stay very technical and their clients are like, I don’t understand [laughter] what you’re trying to say. So you’re finding that good balance of making for sure it’s accurate and correct, but making for sure the end client is gonna be able to understand it.

DJ Highum:
Exactly. Yep.

Abby Morton:
Okay. Okay. So talk to me, I’m a new advisor, I know I need help with my marketing, I know it’s like not something that’s in my wheelhouse and wanting to tackle, like kind of walk me through the process of how I would get started with Snappy Kraken.

DJ Highum:
Yeah, so getting started is really simple. Like I said, it’s first and foremost there’s a technology there. So they’ll create their account where they can easily add their logo, branding, contact information, so that that’s automatically added to all of the content that they ever send out from our platform.

Abby Morton:
So it’s all white labeled, then it looks like it’s coming directly from that advisor.

DJ Highum:
Correct. Yep.

Abby Morton:
Okay.

DJ Highum:
It’s all branded to the advisor. And then from there, once they’re live, like one of the best parts about our solution versus some of the other marketing tech out there where it’s like, hey, they sign you up and then they’re just like, “Hey, good luck. I hope you know what you’re doing. You’re probably a CMO, right?” And then boom, they’re off and they have no idea what they’re doing. We really, we know that advisors they’re great with their clients and they’re great with the finances and that’s what they wanna focus on. And you don’t wanna go have to get a college degree in communications and marketing to just be able to do marketing for your business. So we make it very simple. We start off, we’ve got multiple ways for them to get in there and figure out depending on how they learn, we’ve got workshop styles, we’ve got videos, we’ve got obviously articles and FAQs and things like that, but we also have the ability for them to book one-on-one calls with our customer success team to, or customer experience team to really, if there’s anything that’s like specific about their company that may not be applicable to everybody, then they can get in there and get answers about it. But it’s very, very…

Abby Morton:
Like, what would you, give me an example of what that would be like? Like having a specific niche? Is that something? Or like, give me an example of what might be unique about one advisor firm from another?

DJ Highum:
Yeah, it could be from a particular niche or it could be like how they have their contacts segmented. Like, hey, what, which content do I wanna send to this group of prospects? Versus what would be the best to send to this client? Things like that. So we can kind of show them the different campaigns that we have available, because we create a wide variety of content. We’re gonna have stuff that’s more around, hey, hidden opportunities in your tax accounts, right? How can we or retirement accounts, how we can save on taxes. We’re gonna have stuff on estate planning or if you, annuities and insurance or things like that. So there’s gonna be lots of different topics for them to choose from. And so we can kind of help them go, hey, take a look at this campaign. Or if they know what they want, ’cause when they log in and they look at the library, it’s very easy to find different campaigns. You’ll see everything clearly. But if you just want somebody to be on the Zoom call with you when you launch your first campaign, because it could be a little nerve-wracking, right?

Abby Morton:
It’s a little scary.

DJ Highum:
Yeah. Especially if you’ve got an email list of like 1000 people or something like that, you know?

Abby Morton:
Right.

DJ Highum:
It’s a little nerve-wracking to hit that launch button for the first time. So there’s comfort in that having somebody there to help every step.

Abby Morton:
Definitely. So are you integrating like Snappy Kraken, I assume? Well, is it a website that I’m logging into and then am I connecting my CRM to Snappy Kraken? Or like how are you accessing my email database?

DJ Highum:
Yep, exactly. So we’ve got a couple different options. Like right now we have direct integrations with Redtail, Salesforce, and Wealthbox. So you can easily connect those accounts to Snappy Kraken and then we can sync that data back and forth. Worst case scenario and actually very common, there’s a lot of advisors that just have their contacts in an Excel spreadsheet. Right? We can easily upload that and we’re off to the race.

Abby Morton:
Okay. Either way works. Okay. And then, it sounds like you’ve kind of said at the beginning, I log in, I create my user portal and I look through all the resources. Is there certain like, is there a set kind of onboarding flow, like it’ll take you 30 days or 10 days to get onboarded and I’m working with someone? Or is it more just like I explore what I wanna do and if I have questions, like I reach out for help?

DJ Highum:
Yeah, it’s both, there’s a guided onboarding that will walk them step by step through setting up their account and then where to go from there to just learn how to use the tool. And then, really it’s, the amount of time is kind of up to the advisor.

Abby Morton:
Okay.

DJ Highum:
If they wanna dive in right away, and then obviously if you have like your logo and your contact information or your contact list easily accessible, all that ready to go. We’ve actually seen advisors go from signing up to launching their first campaign in as little as three days.

Abby Morton:
Okay. Awesome.

DJ Highum:
On average, I think it ends up being about 7-10 days. And then if you are a little bit longer than that, it’s okay. The campaigns themselves are, the vast majority of them are actually month long campaigns. So the idea is the…

Abby Morton:
Okay.

DJ Highum:
The advisor can log in, pick the campaign that they wanna run for that month or whatnot and then they schedule it and then it runs itself from there. So really you only need to log in maybe once or twice a month to check out what the newest content is and decide if that’s what you wanna run for that next month or not. And we release what we call our marketing mix, which is, it’s like a PDF strategy guide each month as well that talks about what campaigns are coming out. So you can kind of get a heads up of what topics we’re gonna be releasing and decide if they’re gonna wanna launch that or see what campaigns we see are strongest this time of year and recommend them use, all the way down to like a marketing calendar. It literally has every day of that month and what campaigns we suggest they run on those days.

Abby Morton:
Okay.

DJ Highum:
So we really set them up for success.

Abby Morton:
So it sounds like, ’cause that’s exactly where I was going next is it still feels overwhelming as the advisor who knows nothing about marketing, I log in and it does seem like I have all of this content available to me to deploy at the click of a button, for lack of a better term, right? But then it’s like, but what is the right strategy? What is the right direction to go? Like how do I know like what that monthly cadence is? How do I know how long to run a campaign? Like are you guys guiding me through making those decisions or how does that work?

DJ Highum:
Yeah, absolutely. So that kind of goes back to what I mentioned our, what we call our Cold to Gold framework. So we separate those different campaigns into different categories. Is it more of a top of funnel campaign that’s designed to earn contacts, right? Is it more of a middle of funnel, let’s build credibility with those existing contacts that we have and try and encourage a conversation or is it specific for clients to update them on happenings in the marketplace or whatever might be going on. So we’ve got the guidance there and then obviously there are different topics and audiences that we’ve written the content for that the advisor would need to choose from. But we make it very simple to know what you should typically do. And so like that marketing calendar I mentioned is gonna break it down like what days we recommend you running a more lead gen type of funnel campaign versus, hey, on these days we recommend running the monthly newsletter or the quarterly market update. So yes, we’re gonna kinda lay all of that out and then again, they’ll have that ability to book a one-on-one with us if they wanna talk it out with us as well.

Abby Morton:
Okay. Very, very interesting. So let’s go super basic. Let’s say like, I don’t know what a campaign even means. Like what, how would you explain that to an advisor who was like, I keep hearing this word campaign and marketing, but like, what does that exactly mean, what’s included in a campaign?

DJ Highum:
No, I appreciate that question a lot because I talk about campaigns all day long. I forget that that’s not normal vernacular, but a campaign is essentially a, it’s a combination of marketing elements all working together. Okay? So instead of just being like one article or one social post or just an email, it’s all of those things working together. So a campaign is what we call multi-channel. So going out to social media, LinkedIn, Facebook, and Twitter at the same time that you’re emailing people that are already on the list. And then like our lead generation campaigns, they’ve got a lead, what we call a lead magnet, a typical like a guide that’s there to gain interest from a website visitor or a social media click, right? And get them to actually take action and get onto the email list.

DJ Highum:
So all those different components working together and then even having some follow up emails from people that do take action, right? If they do download that guide and get onto the email list, we wanna have something that’s there saying, hey, thank you, did you wanna chat about this further? Something like that. So all those different components altogether are in one campaign. So if I say we’ve got a hidden tax opportunity campaign or a estate planning campaign, that’s anywhere from 20-40 different elements all packed into one thing that the advisor just needs to launch with a couple of clicks.

Abby Morton:
Awesome, that is very helpful to understand it. And it could be as big or as small as I want it to be. Maybe for one campaign I’m targeting a smaller segment of people, so I do maybe less with that, but a different campaign, maybe I’m wanting to capture lots of people and bring lots of people into my firm. I then could run, like you said, 20 or 40 different elements to that campaign. Okay.

DJ Highum:
Yep. And then we’ve got different… We’ve got ones that are just a single email. In fact, what we call our single topic emails, we come out with those every other week and they are just one email, but again, written very conversational in tone, like the advisor sitting down and writing that email to their contacts themselves. And those are just a single email. They’re not really big giant campaigns or anything, but they’re super powerful because they’re relevant to what just happened last week. Were there changes that they need to know about? So again, that’s the thing with marketing is there’s not any one thing that you do right. You have to do multiple different things and all at the same time and to really make sure that you’re getting the most out of it. And that’s what typically overwhelms advisors is there’s just so many different things to think about. We try and condense that down into a very simple, hey, step by step, do these things and you’ll see those results.

Abby Morton:
Okay, so in terms of… I’ve heard you mention like emails, newsletters, things like that, how much am I… It sounds like you’re wanting it conversational in tone, but I definitely have a certain tone right in my practice compared to Joe next door. So do I have the ability to edit and change the wording and the language and how much can I change versus how much has to stay in your templated email for lack of a better word?

DJ Highum:
Absolutely. So it is basically we give the starting point and all of it’s written to be ready to go right out of the box. But pretty much everything’s editable within the copy of the content, if they want to go in and write an email. And in fact, we encourage them. It’s like, hey, you want to add something that’s personal to your hometown? Right? Or something that’s just going to connect with locals a little bit better or something more specific about you, right? Did you watch a big game this last weekend that you have your own thoughts on the winner or whatever it may be? Add that to the email, all of that goes to make it a little bit more you, which is the best thing that you could do. So yeah, absolutely, you can go in there and edit and customize it if you want to. I would say the vast majority of our members eventually get comfortable enough that they like the tone and the style of our content enough that they don’t bother to edit it, but it’s always an option.

Abby Morton:
Okay, great. And it sounds like… I’m just thinking all the mediums that you could potentially help us with. So we talked about email newsletters. I heard you say social media. Like, you’re giving me social posts for all the different platforms as well. Talk me through a couple of the other mediums of a way I can reach people that you help me with.

DJ Highum:
Yeah, so we also have the website side of it that can do… That’s, right? We can help with SEO to really get… Make sure if somebody’s hitting Google and they’re searching for a financial advisor, really help you be at the top of that list as opposed to page five or something like that. But the other element that’s really big right now is our Canvas texting application. So actually being able to do marketing campaigns via text and send out client communications, and that’s a really powerful tool right now because we’ve seen that texts have a 98% open rate. It’s crazy. I don’t know about you, I can’t stand to leave a text at read.

Abby Morton:
I know.

DJ Highum:
It’s a great way to, especially do appointment reminders with clients, make sure they don’t forget an appointment coming up. And even those timely emails that I mentioned, we do like a timely text message. And again, it’s just a brief update on what happened recently. And if they want to tap through and read more, they can do that. Also gives like a website widget. So if you want to have on your website where somebody can literally tap and it’ll open their text message app on their phone and they can start texting you right away from there. So that’s a really powerful medium as well.

Abby Morton:
Interesting. Okay, that’s great. What about blog posts? I wanna have hosted on my website. Would you help me do that?

DJ Highum:
Yeah, so we do have some pre-made content for blog posts as well. We also have our premier package of our services, what we call Freedom 360, and it’s actually a bundle of all of the different components working together. So the program comes with the website, comes with the technology for the email and social media, and comes with Canvas as well. And that one, we actually do a blog post each month as well. Definitely some of that. And we’re looking to do even more of that soon as well.

Abby Morton:
Interesting. So you brought up this premium package, so let’s jump into pricing. It sounds like there might be different tiers. Like, what am I paying for Snappy… Like how much a month am I paying for Snappy Kraken?

DJ Highum:
Yeah, so we have our retail core program, which is the email and social media marketing that’s going to run Advisor around $250 a month.

Abby Morton:
Okay.

DJ Highum:
Then we’ve got our website. If they just want the website and already have the email or social media or whatever it may be, then we have that. Depending on the level of options that they want on their website and support from us can be anywhere between $169 a month or $100 a month and upwards to about $200 $300 a month, again, depending on what features that they want there. So those are kinda on the cart and then Canvas. The texting app that runs again has a few different options but between as low as $20 a month if you wanna do that. And then you just pay per text message. Or we’ve got packages built in with bundles of text messages that go up to from $100 or $200 a month. The premier package, the Freedom 360, that has all of it right now you’re just at $750 a month and it gets you access to all of the individual components.

Abby Morton:
Okay, interesting. So it seems to me like I can totally agree I need ongoing monthly help with the email and the social media campaigns. I feel like website, though, to me, it feels like once it’s built and kind of up and running and looks good, what is like, the monthly kind of cadence? Is that kind of you pay it for a couple of months until it’s done, or do you continue to pay every month ’cause you’re doing new things at the website every month?

DJ Highum:
Yeah, it is both. So obviously we actually can create the website and then host it for them, so the hosting costs are included in that and then the support as well. So let’s say you add a new advisor, a new person to your staff, and you want to add a page, a bio page for them onto the website, things like that, that are included in that ongoing support. So they can either, we give them the technology to be able to go in. If they want to do that themselves, they can, but they’ll also have access to our support and design teams if they need help to implement that. So that’s the ongoing stuff. And then again, the blog posts are a really big part of continuing to help with SEO and things like that, to have content. ‘Cause if the website hasn’t updated in a while and people aren’t linking to it, we try and create those links between social media and the website. All of that affects how Google ranks websites with those interactive points. So all that’s really kind of important, ongoing.

Abby Morton:
Yeah, no, that is so helpful. I just thought of it as, like, one thing you’re done and there’s so much more to it involved. So thanks for that explanation. Maybe just to wrap up one last question, I’m thinking about MailChimp, I’ve heard as a common service, I need as an advisor, I’m thinking about, like, I’m sure there’s other competitors out there that do things similar to you. Why is an advisor buying Snappy Kraken over the other competitors out there?

DJ Highum:
Yeah, great question. MailChimp and Constant Contact are probably the two email services. And they’re great, they’re great pieces of technology. But what ends up happening is you the advisor. If you sit down and you purchase that, you have to write everything, right? There may be templates from a design standpoint, but there’s nothing in there that’s going to be financial industry specific or whatnot. So a lot of advisors, me personally, even struggle with the blinking cursor syndrome, right? You sit down to write that email and the cursor is just sitting there like, what do I even start with? Right?

Abby Morton:
Yeah, that blank page, I’ve heard it’s the worst, right?

DJ Highum:
Worst. It’s the absolute worst. Getting started is the hardest part and that we at least solve for them, even if they are somebody that likes writing and doing some of that work themselves, we at least give them that springboard to really come in and jump into. But then if, hey, if it’s a busy week and you got too much going on, you still have stuff that you can get out there you don’t need to find and set aside that time to make sure you write an email. And that consistency is so important, that’s the other part of it is you could set up an email or schedule it ahead of time. But to be able to do that week after week, it’s really important to stay in front of prospects at least once a week at a minimum.

DJ Highum:
Otherwise, hey, if today’s the day somebody decides they’re ready to talk to a financial advisor and you’re not top of mind, you haven’t been there recently in their inbox or seen on social media, what’s the guarantee that they’re going to reach out to you? And that’s a big part that we solve, that consistency. And then there are other really good marketing technology, HubSpot, Keep, things like that that do a great job. But again, you get there, you get the technology, but you got to build everything, you got to put everything together. And that’s a big part of what we saw. The campaigns, as I use that word again, they all come ready to go. They’ve got the landing pages and the tripwire pages and the social posts all connected and linked together right out of the box. Whereas if you sit down with something like HubSpot or Keep or whatnot, I wouldn’t say we run into them as competitors, by the way. Those are like if you’re a marketing CMO and you like to do all that stuff, those are great tools, but it’s completely overwhelming if that’s not your full time job building campaigns on your own, those are probably the main ones.

Abby Morton:
No, that’s a really great rundown. I’m thinking too. The more you’ve described your services, it’s almost like I don’t then need to hire a CMO because I can take the one to five hours a week and do what I need to do with Snappy Kraken and then therefore, I’m not having to pay this other person who does know that world because you guys have educated me and are helping me do that. Would you agree with that statement?

DJ Highum:
Absolutely.

Abby Morton:
Okay, awesome. Well, why don’t I leave you with any final last words that you’d like to have our audience here?

DJ Highum:
Yeah, I mean, there’s so much to it. Like I said, there’s a lot. And the one thing that you won’t get from this podcast is to be able to see the content. Right. That’s super important. I can tell you how great the quality is, but really to see it for yourself is super important. So if you are interested, definitely take a look at our website. Schedule a demo with our team. We’ve got a fantastic team that will really show you and even help to educate you and that’s again, our philosophy is like we want to help advisors get there. So we’re going to be there from beginning to end. So definitely jump in there and take a look at it. But I really appreciate you having me on today, Abby.

Abby Morton:
Awesome. Well, thank you. I have to say give you a plug to your website. I went and was poking around it today and I’m just intrigued to all the beautiful pictures and designs you had going on. So it’ll definitely be worth your time to go and take a look at the website. Thanks again, DJ, for your time. I appreciate it.

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DJ Highum:
Yeah, no problem. Thank you.

Abby Morton:
Next time on Elementality.

Reese Harper:
Targeting the financial advisor when I say this and go, if you feel like you’re trying to get people to buy into you as a value, they’re going to relate more to you saying, hey, we look at everything and we try to identify when things are out of whack, we just keep looking at things. The word monitoring says that better than the word planning. I think planning has just become this event focused thing. When you do a plan, a plan isn’t like, we have to quickly qualify it with monitor the plan. We don’t even get to just say planning. We have to say we have to monitor the plan in order to have ongoing value. If there’s no monitoring, there is no ongoing value.

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Abby Morton:
To find out more about elements, go to getelements.com/demo. Elementality’s executive producers are Reese Harper and Carl Richards. Elementality is produced by Tad Henderson and directed by Abby Morton. Have a good one.

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