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…
Category: Tech
Financial Advisor Marketing Companies: Maximizing ROI with Expert Solutions
Financial advisors need marketing strategies that deliver measurable results. While advisors have traditionally handled marketing themselves, many are now turning to specialized companies who understand…
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…
Target Markets for Financial Advisors
Discover the top target markets for financial advisors and learn strategies to identify, reach, and serve your ideal clients. Boost your practice’s growth with niche marketing expertise.
Financial Advisors: Buying Qualified Leads vs Outbound Marketing
Explore the pros and cons of buying qualified leads vs outbound marketing for financial advisors. Learn how to integrate both strategies for optimal client acquisition and practice growth.
Top 4 Financial CRM Tools: The Ultimate Comparison Guide
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.
Wealth Management Marketing: Proven Strategies to Grow Your Business
Discover proven wealth management marketing strategies for 2024. Attract high-net-worth clients and grow your firm with expert tips and Kapitalwise solutions.
7 Lead Generation Strategies for Financial Advisors
Discover 7 powerful lead generation strategies to help financial advisors attract qualified leads and grow their book of business. Learn tactics to generate pre-qualified investor leads.
High Net Worth Lead Generation: Strategies to Attract Wealthy Clients
Attract more high-net-worth leads for your business. Learn proven strategies for identifying wealthy prospects, leveraging email nurturing, and optimizing results.
Back to the Basics: Email for Wealth Managers
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…