With an increased focus on organic growth and lead generation, many wealth management firms are turning to in-person events. And it’s no wonder…events are a powerful channel to provide value for attendees and get high-impact face time with
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
You are confident you can help people grow their wealth, prepare for retirement, and build a solid financial future. The problem is reaching these people and crafting a message that motivates them enough to set a meeting