Q3 2024 Recap: An In-Depth Guide for Wealth Managers to Educate Clients
The third quarter of 2024 brought no shortage of ups and downs across financial markets. As a wealth manager, keeping clients grounded amid the turbulence…
Tag: wealth management
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…
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.
Wealth Management Marketing in 2024: 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.
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.
Lead Generation for Financial Advisors: Comparing the 5 Biggest Players
Platform Key Features Pricing Model Target Audience Integration Capabilities Customer Support Kapitalwise Comprehensive features, high-intent leads, automated nurturing, customizable landing pages, large audience reach through…
How Advisors Can Stop Losing Heirs as Clients
Over the next two decades, a staggering $68 trillion in wealth is expected to transfer from baby boomers to their heirs in what’s been dubbed…
Delivering Personalized Wealth Management with AI-Powered Hypercustomization
Today’s wealth management clients expect highly personalized experiences tailored to their unique needs, goals, and preferences. Cookie-cutter, one-size-fits-all approaches no longer suffice in an age…