Catchlight resources to help you scale your practice
September 12, 2023
May 3, 2023
We are often asked questions related to the “how to” of marketing and growth.
April 19, 2023
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
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
Importance of Prospecting for Financial Advisors
January 24, 2023
Listen in to learn how Wealthbox manages your leads, and how Catchlight can help you engage them with a few clicks.
January 17, 2023
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