The Leading Marketplace for High-intent Investor Prospects
The Leading Marketplace for High-intent Investor Prospects
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.
