Catchlight

Humbled and honored to win the WealthManagement.com Wealthie for Marketing Automation two years in a row! This is recognition of the awesome Catchlight team and our forward-thinking customers who push us everyday. Let's go team! #BuiltInLabs #Wealthies #WealthManagement

Wishing you and yours a stress-free, wonderful holiday ??

Are in-person events a part of your marketing strategy? Data can help marketing teams build an event that provides a top-notch experience for attendees and generates quality leads. Read out latest blog for data-driven tips to create an invite list, seating chart, and email follow-ups that will impress your guests. https://lnkd.in/e_TtSmkv

Wondering how you should be marketing yourself as an advisor or wealth management firm?? ? We had Kristen Luke on the Grow Organically podcast earlier this year where she shared her advice. ? The key is being uncomparable. "It's so much different to prove that you are different than you're the best."? ? As you run marketing campaigns and new messaging, its key to distinguish yourself and communicate what investors will get from your unique services vs. all other options. A blanket message about retirement may not be enough to attract a wave of new clients.? ? ?? Listen to the full episode Apple Podcasts: https://lnkd.in/eKYKuJVa Spotify: https://lnkd.in/ee7dJhWr Amazon Podcasts: https://lnkd.in/eHwsP6yj #BuiltInLabs #Podcast #GrowOrganically #FinancialAdvisor

"If you can understand which clients to focus on, I think that creates a better outcome for both." ? Defining your ICP and having clear segmentation is typically fundamental to a growth strategy. It enables all the client facing teams to work more efficiently because everyone is rallied around your unique offering, the messaging to promote that offering, and ultimately attract those best fit clients.? ? There are no bad leads, just leads that are not matched to the correct firm or advisor. ? Check out the latest episode of Grow Organically where Todd Cassler and?Daniel Gilmartin?discuss this and much more in detail. ? Apple Podcasts: https://lnkd.in/gWgibjhT ? Spotify: https://lnkd.in/gZGyznPZ ? Amazon Podcasts: https://lnkd.in/gsXZbJ_X #BuiltInLabs #Catchlight #GrowOrganically #Podcast #OrganicGrowth

Organic growth is much more than running digital ads or seminars to attract new people to your firm, it includes your cross sell and referral strategies too. These are two of the five levers of growth we outline in our free eBook and unpack in the latest episode of Grow Organically with Todd Cassler. ? Tune in to hear him and Daniel Gilmartin discuss the opportunity for firms to focus on efficiency and reach across other product offerings. ? ?? Apple Podcasts: https://lnkd.in/gWgibjhT ?? Spotify: https://lnkd.in/gZGyznPZ ?? Amazon Podcasts: https://lnkd.in/gsXZbJ_X #BuiltInLabs #Catchlight #GrowOrganically #Podcast #OrganicGrowth

The team is ready to go at #FidelityInsideTrack Chicago! ? With 2025 just a few weeks away, planning for next year is in full swing for many firms. ? Stop by the Growth Hub to chat with Daniel Gilmartin and Conor Rood about your growth strategy and see a personalized demo of Catchlight. #BuiltInLabs

From our team at Catchlight, thank you to our Veterans for your sacrifices and service! #BuiltInLabs

In next week's episode we welcome Todd Cassler to the podcast! Tune in to hear him and Daniel Gilmartin discuss how technology has the potential to accelerate growth at wealth management firms. ? There are early adopters in wealth management who are leveraging AI technology other industries have been using for years. We think the change adoption curve is going to be steep as many firms realize technology can be a key ingredient to growth. ? ?? Tune in to hear more! ? Apple Podcasts: https://lnkd.in/esyecUVr ? Spotify: https://lnkd.in/evfmAsCQ ? Amazon Podcasts: https://lnkd.in/eWQsRcNu #BuiltInLabs #Catchlight #GrowOrganically #Podcast #OrganicGrowth

With the end of the year fast approaching, many advisors and firm leaders are wondering what they should change in their marketing strategy for January. Our CEO Wilbur Swan shares his perspective and much more in an interview with ThinkAdvisor. "Focus on creating targeted, data-driven outreach strategies focused on their ICP (Ideal Customer Profile). Many larger enterprise RIAs are struggling in the middle of the marketing funnel, which is hindering them from scaling further in their marketing efforts. They're manually spending time qualifying leads rather than utilizing tools to automate optimization and funnel leads to the best-equipped advisors or team to convert those to clients." Read more in the link! https://lnkd.in/ewVPkyFN