2026 Marketing Budget Planning for Financial Advisors
Planning your 2026 marketing budget requires more than guessing what you spent last year. The financial advisory landscape is shifting, and advisors who approach budget…
Category: Client Service and Engagement
Introducing Personalized Lead Matching for Financial Advisors
Financial advisors receive leads with varying potential for conversion. Traditional lead distribution treats every prospect conversion equally, assigning them randomly to available advisors without considering…
What Pre-Retirees Need from Wealth Managers and How You Can Connect with Them
The numbers tell a story that should make every wealth manager pay attention. Eighty percent of baby boomers may be unprepared for retirement, according to…
How a Mid-size East Coast RIA Firm Achieves Predictable ROI with Kapitalwise
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…
7 Steps to Launch a Financial Advisor Referral Program That Drives Growth
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…
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…
How to Manage International Clients as a Financial Advisor
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…
Insurance Lead Generation for Financial Advisors: A Strategic Guide for 2025
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…
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,…
2024 Election Impact: A Comprehensive Guide for Financial Advisors to Navigate Client Conversations
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…