Written by Yelena Melamed, Co-Founder and Head of Product at Catchlight. As a long-time product geek, I can proudly say that some of the best products built, and teams behind them, fail many times before the
Growing a wealth management firm is not easy. The demands on advisor, marketing, growth, and support teams can be all consuming. Building campaigns to attract new leads, finding firms to acquire, generating referrals all take time, diligence, pati
Engaging leads and prospects effectively is a challenge we often hear from advisory firms. Financial advisors are time-strapped, plus, crafting a message and choosing the right channels requires a special skill set. Then, once you launch a campaig