September 12, 2023
Celebrating Our Success: Winning the 2023 Wealthies Award for Marketing Automation
May 3, 2023
Introducing: The Catchlight Advisor Growth Program
We are often asked questions related to the “how to” of marketing and growth.
April 19, 2023
Introducing: Generative AI Personalized Emails
Writers block? Not the creative writer type? Would you rather spend your time helping your current clients instead of writing hundreds of prospecting emails?
February 17, 2023
How many financial advisors are wasting time researching prospects?
That was the question that was at the top of our minds as we reviewed the results of a recent survey we posed to over 300 financial advisors. Also, are financial advisors aware of where their competition comes from, and w
January 28, 2023
Four Financial Advisor Prospecting Ideas For 2023
Importance of Prospecting for Financial Advisors
January 24, 2023
Catchlight and Wealthbox Webinar Replay
Listen in to learn how Wealthbox manages your leads, and how Catchlight can help you engage them with a few clicks.
January 17, 2023
New Features: Client Insights and Look-a-Likes
We talk a lot about using segmentation to help define your current client base as well as to prioritize your prospects. We think that segmenting an audience is key to making sure that you can deliver the right message to the right user thus optimi
