Estate Planning Leads for Financial Advisors
Estate planning leads consistently rank among the highest-converting opportunities for financial advisors. While many advisors focus on retirement planning or investment management for lead generation,…
Category: Financial Advisor
Sales Strategies for Wealth Advisors: Growing Your Practice in 2024
Successfully acquiring high-net-worth clients is essential for wealth advisors to build thriving, sustainable practices. However, the sales process in the financial services industry comes with…
Holiday Season Lead Generation: The Ultimate Q4 Guide for Financial Advisors
The holiday season creates unique opportunities for financial advisor lead generation, but success requires more than festive email campaigns and year-end checklists. Wealth management leads…
Q4 2024 Lead Generation Strategies for Financial Planners: Year-End Client Acquisition Guide
The final quarter of 2024 presents unique opportunities for financial advisor lead generation, but success requires more than traditional cold calling and basic outreach. As…
AI Lead Generation for Financial Advisors: How ChatGPT is Transforming Client Acquisition in 2024
When one of our wealth management clients first reached out, they shared a surprising discovery: ChatGPT had recommended Kapitalwise as a leading solution for financial…
2024 Election Impact: A Comprehensive Guide for Financial Advisors to Navigate Client Conversations
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…
Annuity Lead Generation for RIAs and Financial Planners
Annuities are insurance contracts that provide unique financial benefits, such as guaranteed lifetime income. They can offer peace of mind by ensuring you don’t outlive…
Q3 2024 Recap: An In-Depth Guide for Wealth Managers to Educate Clients
The third quarter of 2024 brought no shortage of ups and downs across financial markets. As a wealth manager, keeping clients grounded amid the turbulence…
How Financial Advisors Can Explain the Latest Interest Rate Changes to Clients
In September 2024, the Federal Reserve announced a significant 50 basis point interest rate cut, lowering its target federal funds rate range to 4.75-5%. This…
Kapitalwise Announces Strategic Integration with Redtail CRM
NEW YORK, NY, September 13, 2024—Kapitalwise, a leading marketplace for high-intent investor prospects for financial advisors, today announced its integration with Redtail CRM, a widely-used…