Catchlight

5 Levers of Growth for
Wealth Management Success

Over 80 pages of strategies and tactics to help you grow

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80+
pages

5
Playbooks

20+
Peer Insights

5 Levers of Growth eBook Image-1
growth-wheel

In this eBook you will gain access to:

  • Deep insights on the top five growth channels to help you grow AUM
  • Perspective on what others in the industry are doing to find success
  • Strategies to help grow your firm client count
  • Exclusive playbooks to help you get started and keep your growth momentum going

Growth is hard. Our framework can help.

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, patience, data, and know-how. How can firms continue to compete?

This eBook offers a growth framework and strategies to help boost marketing and sales effectiveness, with the ultimate goal of winning more clients.

 

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Catchlight

CatchlightSM is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client. All information about prospects provided by Catchlight is derived from publicly available and/or third party sources. Catchlight is not a consumer reporting agency and the services and information we provide do not constitute a ‘consumer report’ as that term is defined in the Fair Credit Reporting Act (“FCRA”). You will not use information made available through our services, in whole or in part, for the purpose of serving as a factor in establishing a consumer’s eligibility for credit or insurance to be used primarily for personal, family or household purposes, for employment purposes or for any other purpose authorized under the FCRA, or to take an adverse action, as such term is defined in the FCRA.

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