Catchlight resources to help you scale your practice
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
January 13, 2023
How Your Website Can Turn Visitors into Financial Advisory Clients
Financial advisors strive to provide excellent service to their clients while attracting new clients to grow AUM. While financial advisors are certified and educated to provide superior financial services, many may benefit from more mark
December 23, 2022
Financial Advisor Marketing Messaging for Your Ideal Prospects
We’ve all been there. We send an email to prospects whose click-through and appointment-setting rates were among the best. But conversion rates are horrible. The messaging was especially attractive to the wrong people —
December 19, 2022
Employment, Education, and Family Insights Now Available in Catchlight
We get great feedback from our advisor clients, for which we are grateful. One area of feedback related to data that we’ve heard quite often is interest in education and employment ba
December 6, 2022
Catchlight Integrates with Wealthbox to Enrich Profiles for Advisors
New integration adds AI-driven lead scores and insights to
November 21, 2022
Catchlight and FMG Webinar Replay
Listen in as Catchlight and FMG share how easy it is to connect lead insights with content.
November 16, 2022
8 Financial Advisor Marketing Strategies For Growth (Part 2 of 2)
Financial Advisor Marketing requires a delicate balance between client retention activities and new customer acquisition strategies.