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: Wealth Manager
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…
10 Cold Calling Tips for Financial Planners: Boost Your Success Rate
Certified 10 Expert Tips to Master Cold Calling in 2024. Boost client acquisition, build lasting relationships, and achieve A+ success as a financial planner. Learn how be recognized by high-net-worth individuals and close more deals.
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.
Financial Advisor Marketing Ideas: Creative Strategies to Grow Your Practice
Financial advisors face a unique challenge: balancing their expertise in wealth management with the need for effective marketing strategies. As client expectations and technology evolve,…
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…