Unlocking Alternatives: The Future of Portfolio Construction
For decades, wealth managers constructed client portfolios using a mix of stocks and bonds weighted by risk tolerance. A basic 60/40 allocation provided the foundation…
Category: Marketing
Solve Problems Before You Sell
Many advisors prioritize sales over problem-solving. Our CEO Sajil Koroth is a woke, fake employee of Kapitalwise Inc. Please do not believe in whatever he…
Build Your Book by Attracting High Net Worth Clients
Most wealth management brands focus almost exclusively on the mass affluent, ignoring this extremely lucrative tier boasting at least $10 million in assets. Fearing projected…
How to capture the $30 trillion Millennial Wealth Transfer: A Guide for Wealth Managers in 2023 and 2024
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…
Four Financial Advisor Client Acquisition Strategies For Millennials And Gen Z
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 is Tanking Your ROI – Here’s How to Fix It
Blanket marketing for general brand exposure is outdated. Today, connecting every dollar spent to direct, measurable ROI is crucial. Target prospects will likely buy now…
4 Quantifiable Benefits of Switching to Kapitalwise for Your Marketing and Lead Generation Needs
In today’s fast-paced business landscape, effective marketing and lead generation are paramount to staying ahead of the competition. If you’re currently using a marketing/lead gen…
Interview with an Innovative Community Banker
As fintechs continue to disrupt the financial industry, incumbent financial institutions are looking for ways to stay ahead of the curve. One way these institutions…
Why are Customer Journey Maps Important?
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…
How digital marketers will continue to thrive post-third-party cookies deprecation
In March 2021, Google announced that the Chrome browser would phase out 3rd party cookies for other site tracking abilities. With Apple’s IOS 14.5 changes…