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…
Category: Wealth Manager
Qualified Leads for Financial Advisors: The Ultimate Guide
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,…
SEO for Financial Advisors: Proven Strategies to Boost Your Online Presence
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.
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Blanket marketing for general brand exposure is outdated.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…
Effective Strategies for Financial Advisors to Grow Their Network and Strengthen Client Relationships
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…
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…