In today’s market, an advisor's time is precious. You need to make sure you take care of your current clients and at the same time, prospect for new ones. According to Kitces, a typical advisor spends upwards of 9 hours a week focused on new business.*
A percentage of that time is simply wasted calling the wrong prospects. The math is simple: if you have 100 leads, it could take you weeks to research the leads, call them, deliver pitches, etc.
What if you could sort your leads based on who is more likely to convert? The reality is that you may not even try calling 85% of them.
Let us show you how you can reduce the time wasted prospecting and increase conversions by focusing on the right leads at the right time with the right message.
*Kitces: https://www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/
We score your leads based on our AI powered conversion model.
Trained on over 100k investor/advisor conversions, we know who is more likely to sign up for your services. You can now prioritize your leads and focus your time.
We’ve aggregated billions of data points to help you personalize your messaging based on specific segmentation.
We work with a number of data sources to research the age, occupation, HHI and other details of your leads so you can deliver a more personalized message.
We'll score your leads based on our propensity to convert model. Leads will be ranked so you can quickly sort the hot from the cold.
Catchlight will enrich your leads with demographic, interests, and financial data. You can now be better prepped for each of their calls. We'll research their age, likely investment goals, and personal interests for you, so you can have a more compelling conversation.
Ever wonder how your leads breakdown by wealth segment, age, occupation? What about the most common attributes on your leads? Lead Insights can help you breakdown your lead list to help you easily create segments based on a desired criteria.
As an independent advisor and solo practitioner, marketing dollars and time are precious commodities...Catchlight and its Redtail integration help me continually evaluate my list of leads and zero in on the people who fit our target profile. In a matter of seconds, I was able to pull from the data within my CRM and get started with powerful intelligence from Catchlight.
The analogy that came to mind is that it’s like having Facebook technicians working for you—except, of course, the universe of data that Catchlight is searching is broader than any one platform.
Finally, a way to turn ‘big data’ into something useful has arrived.
Catchlight℠ 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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