Catchlight

🎙 Grow Organically, the new podcast presented by Catchlight is now live!    The team at Catchlight made this podcast for marketers, executives, and growth leaders in wealth management and we are so excited to share the first three episodes with you. So far, you'll hear from Yelena Melamed, Tim Welsh, CFP and Angela Giombetti.   Dan hosts candid discussions with wealth management and financial pros. Each episode, they break down the factors that drive growth at firms and explore how organizations can stay ahead in today’s competitive landscape.    Join us as we chat with industry leaders, uncover actionable insights, and share success stories to help you achieve your growth goals.    Let us know your burning questions, topics you want to cover, or suggestions for guests in the comments    Lets (G)row (O)rganically!   Listen and subscribe now:  ✅ Apple: https://lnkd.in/esyecUVr ✅ Spotify: https://lnkd.in/eG3Ty6yU   ✅ Amazon: https://lnkd.in/eHwsP6yj #BuiltInLabs #Podcast #GrowOrganically

‼ Catchlight is hiring ‼ We are looking for a dedicated Customer Success Manager to join our high-powered team.   As the Customer Success Manager, you'll be the driving force behind ensuring the continued success and growth of our business. In this role, you will partner with the Director of Customer Success and Onboarding Specialist to develop, execute, and support exceptional client experiences with the product.    Key attributes for success include: 🌟 Excellent client-facing skills 🌟 A proactive and collaborative approach  🌟 Persistent grit and follow-through  🌟 A passion for providing personalized customer service   If you or someone in your network is a proactive, client-focused professional, we want to hear from you!    🖇 Apply here: https://lnkd.in/db8A6a7c #BuiltInLabs #Hiring #CustomerSuccess

There is a good chance the new leads you’re excited about are also talking to your competitors too...and it’s getting worse.  Based on Catchlight’s data analysis, 68% of leads are competitive – that is, they appear in other advisors lead lists – and that’s up from 47% in 2022. This means you’re not the only one pursuing a lead. These competitive prospects tend to have two shared characteristics: 1) Greater estimated investable assets 2) A higher likelihood to convert, based on their Catchlight score This emphasizes the need to differentiate yourself and establish a clear pitch which can give you a competitive edge for these higher value opportunities. #BuiltInLabs #OrganicGrowth #WealthManagement

"What are consumers expecting? Consumers are expecting what echos more of the modern service models that we see from the Amazons of the world, and what they expect is personalization." With consumer expectations changing, advisors should consider how they segment and personalize their outreach for better results.    Have 10 minutes? Tune in to hear the discussion between Head of Product, Yelena Melamed and Rob Rowan from the CFA Society New York to discuss how AI is revolutionizing wealth management. #BuiltInLabs #WealthManagement #ArtificialIntelligence

Explore new product features from Catchlight! Whether you're a current user or considering integrating AI into your workflow, these updates are designed to streamline your process and assist wealth management firms with strategies for growing their AUM.   Discover what's new:  📈 Confidently track your growth goals with Salesforce dashboards: Rely on the Catchlight Customer Success team to customize a Salesforce dashboard that gives you a leg up and a strategic lens to pipeline health and marketing performance. 📊 2X coverage on employment and education data: Now, firms and advisors can create more powerful segments and design strategic campaigns to engage prospects. 🎯 Improve engagement with personalized content: Powered by our award-winning AI technology, you can quickly segment your prospects based on attributes, and we released an update that brings our Generative AI emails to the next level. 🔍 Catchlight data integration: Firms using Redtail Technology can now directly access Catchlight data within their CRM.   #BuiltInLabs #OrganicGrowth #WealthManagement

Working with advisors, CEOs, marketers, and growth teams every day gives us a unique view on the wealth management industry. However, what really brings this perspective to the next level is the amount of data we have analyzed – over 18 million prospect profiles and 36B data points!  To us, one thing is clear, Wealth Management firms can no longer rely on bull markets or referrals for growth. Firms should consider investing in organic growth teams, technology, and processes to unlock the next level of business growth. The Catchlight team is excited to start sharing more data and insights with the goal of helping inform predicable AUM growth strategies. Make sure you’re following us for our monthly Organic Growth insights! #BuiltInLabs #OrganicGrowth #WealthManagement

The topic of organic growth is one of the many pressing topics in the wealth space currently. And this is because of the alarming rate of decline in advisors' growth rates, once market gains are subtracted.    In fact, according to the 2023 RIA Benchmarking Study from Fidelity, organic growth has declined to less than 4%, after being north of 8-10% just a few short years ago.    Listen to episode 2 of Grow Organically with Tim Welsh, CFP to hear strategies to help grow your client count. Link to full episode in the comments! #BuiltInLabs #GrowOrganically #Podcast

RIAs need to modernize their marketing to stay competitive. This includes increasing personalization and moving more touch points to digital channels. A recent survey from Ficomm Partners of more than 1,100 new clients to financial advisors across the country found that:   〰 64% chose an advisor based on digital marketing 〰 2-5 marketing touches were required before a prospect took action   Angela Giombetti CMO at Wealthspire Advisors and Daniel Gilmartin discuss how critical a modern organic growth strategy is on Episode 3 of Grow Organically.   Link to full episode in comments! #BuiltInLabs #Podcast #Catchlight

🎙 Grow Organically, the new podcast presented by Catchlight is now live!    The team at Catchlight made this podcast for marketers, executives, and growth leaders in wealth management and we are so excited to share the first three episodes with you. So far, you'll hear from Yelena Melamed, Tim Welsh, CFP and Angela Giombetti.   Dan hosts candid discussions with wealth management and financial pros. Each episode, they break down the factors that drive growth at firms and explore how organizations can stay ahead in today’s competitive landscape.    Join us as we chat with industry leaders, uncover actionable insights, and share success stories to help you achieve your growth goals.    Let us know your burning questions, topics you want to cover, or suggestions for guests in the comments    Lets (G)row (O)rganically!   Listen and subscribe now:  ✅ Apple: https://lnkd.in/esyecUVr ✅ Spotify: https://lnkd.in/eG3Ty6yU   ✅ Amazon: https://lnkd.in/eHwsP6yj #BuiltInLabs #Podcast #GrowOrganically

In today's competitive environment where seemingly every firm is searching for organic growth, we're here to dive into the details and discuss the benefits, risks, challenges, and tactics behind a successful growth strategy.    This is a preview of Grow Organically with Tim Welsh, CFP and Daniel Gilmartin as they explain the 5 Levers of Growth for Wealth Management firms.    Tomorrow we are dropping our first❗THREE❗episodes. Subscribe so you don't miss out! ✅ Apple: https://lnkd.in/esyecUVr ✅ Spotify: https://lnkd.in/eG3Ty6yU   ✅ Amazon: https://lnkd.in/eHwsP6yj