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