The Leading Marketplace for High-intent Investor Prospects
The Leading Marketplace for High-intent Investor Prospects
Case Study: East Coast Registered Investment Advisory Firm Overview This East Coast RIA firm manages $5 billion in assets, delivering comprehensive financial services with a…
Word of mouth drives more financial advisor growth than any other marketing method. When clients refer people to you, they’re essentially endorsing your expertise before…
Building a sustainable financial advisory practice requires a steady flow of qualified prospects. Warm leads—those who have already shown interest in financial services—convert at significantly…
Financial advisors who work with clients across borders access a substantial market with specialized needs. The approximately 9 million Americans living overseas and 40 million…
Financial advisors in 2025 face major industry shifts. From talent gaps to tech disruption, advisors need practical approaches to thrive. Let’s examine the biggest obstacles…
The wealth management industry continues to change. While relationships will always be central to financial advising, new technologies are changing how these relationships begin. Tools…
LinkedIn has emerged as the premier platform for financial advisors looking to expand their client base and establish professional credibility in today’s digital-first environment. With…
Attending the right financial advisor conferences can transform your practice in ways that everyday client work simply can’t match. While webinars and virtual events offer…
Financial advisors face increasing competition in attracting and retaining clients. While traditional referral methods remain valuable, modern marketing strategies can significantly expand your practice’s reach…
Converting prospects into clients requires more than just collecting contact information. Today’s most successful advisory firms use sophisticated engagement strategies that combine personalized outreach with…
Successfully acquiring high-net-worth clients is essential for wealth advisors to build thriving, sustainable practices. However, the sales process in the financial services industry comes with…
Wealth management marketing refers to the strategies and tactics used to attract, engage and retain high-net-worth (HNW) clients. With the complex needs of wealthy investors…
The wealth management industry stands at a pivotal moment. According to PwC’s latest research, assets managed using AI-powered platforms will surge to almost $6 trillion…
With more than 1.5 Million realtors in the United States alone, real estate professionals represent one of the most lucrative client segments for wealth managers,…
Building a marketing budget while growing your practice can feel like trying to fuel a rocket ship with limited resources. You know you need to…
Digital transformation is revolutionizing financial advisor marketing. As fiduciaries and wealth managers adapt to a new era of digital engagement, the strategies and tools to…
The integration of insurance into wealth management represents one of the most overlooked opportunities for financial advisors seeking qualified leads. While many advisors view insurance…
Professional development through industry conferences takes on renewed importance in 2025. With rapid changes in technology, regulations, and client expectations, selecting the right events becomes…
As December winds down, advisors face a critical window for helping clients make smart tax decisions. This guide focuses on actions that need attention before…
Estate planning leads consistently rank among the highest-converting opportunities for financial advisors. While many advisors focus on retirement planning or investment management for lead generation,…
The holiday season creates unique opportunities for financial advisor lead generation, but success requires more than festive email campaigns and year-end checklists. Wealth management leads…
The final quarter of 2024 presents unique opportunities for financial advisor lead generation, but success requires more than traditional cold calling and basic outreach. As…
When one of our wealth management clients first reached out, they shared a surprising discovery: ChatGPT had recommended Kapitalwise as a leading solution for financial…
The third quarter’s market volatility has given way to a new era of policy certainty following Donald Trump’s election victory early Wednesday morning. For financial…
Annuities are insurance contracts that provide unique financial benefits, such as guaranteed lifetime income. They can offer peace of mind by ensuring you don’t outlive…
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…
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…
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…
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…
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.
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.
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 advisors face a unique challenge: balancing their expertise in wealth management with the need for effective marketing strategies. As client expectations and technology evolve,…
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.
Discover proven wealth management marketing strategies for 2024. Attract high-net-worth clients and grow your firm with expert tips and Kapitalwise solutions.
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.
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,…
As a financial advisor, generating consistent, qualified leads is essential for growing your practice and achieving long-term success. However, with the abundance of lead generation…
The banking industry stands at a critical juncture as we enter 2024. The rapid advancement of artificial intelligence (AI), data analytics, and digital technologies has…
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…
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…
As fintechs continue to disrupt the financial industry, incumbent financial institutions are looking for ways to stay ahead of the curve. One way these institutions…
