Top Risks for Financial Advisors and How to Succeed
Financial advisors face an evolving risk landscape in 2025 that extends beyond the operational challenges we explored in our previous analysis. While talent shortages and…
Category: AI
10 Best Strategies for Getting Warm Leads as a Financial Advisor
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…
5 Ways Financial Advisors Can Use Generative AI to Supercharge Lead Generation
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…
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…
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.
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,…
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…