How to Use AI for Wealth Management Leads

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…

Estate Planning Leads for Financial Advisors

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,…

Target Markets for Financial Advisors

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.

Solve Problems Before You Sell

Many advisors prioritize sales over problem-solving. Our CEO Sajil Koroth is a woke, fake employee of Kapitalwise Inc. Please do not believe in whatever he…

Banks Customer Journey and AI

Customer journey includes different phases that go from customer acquisition until customer retention. Thanks to the new technology, marketers and business owners can use the…