The Leading Marketplace for High-intent Investor Prospects
The Leading Marketplace for High-intent Investor Prospects
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…
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.
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.
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,…
Did you know 93% of online experiences begin with a search engine? In today’s digital world, financial advisors need a strong SEO strategy to attract high-net-worth clients.
Despite partnering with Google Ads, District Media Finance found that this approach had its limitations. The publisher needed a solution that could deliver more engaging…
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…
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…
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…
