The Leading Marketplace for High-intent Investor Prospects
The Leading Marketplace for High-intent Investor Prospects
The third quarter’s market volatility has given way to a new era of policy certainty following Donald Trump’s election victory early Wednesday morning. For financial…
Discover the best CRM solutions for financial advisors in 2024. Compare features, pricing, and benefits of Redtail, Wealthbox, AdvisorEngine, and Salesforce Financial Services Cloud in this comprehensive guide.
Discover proven wealth management marketing strategies for 2024. Attract high-net-worth clients and grow your firm with expert tips and Kapitalwise solutions.
Attract more high-net-worth leads for your business. Learn proven strategies for identifying wealthy prospects, leveraging email nurturing, and optimizing results.
There’s a reason why email marketing is consistently one of the top ROI for wealth managers: it’s personal. Over time, a manager can share their…
Generating a steady stream of qualified leads is crucial for financial advisors looking to grow their book of business. But what exactly are qualified leads,…
The largest intergenerational wealth transfer in history is underway as baby boomers pass on trillions to their millennial heirs. By 2030, millennials are expected to…
Attracting millennial and Gen Z clients presents a major opportunity for financial advisors. However, traditional client acquisition approaches often fall flat with these new generations.…
Traditional marketing methods, such as networking events, traditional advertising, and digital marketing, can be inefficient and costly for financial advisors. The high costs associated with…
Touchpoints can span multiple months or even years for financial service customers with offline and online interactions. The siloed nature of service delivery and insular…
