Catchlight

Ever wonder how your competitors are approaching their prospecting? Click to view report.

Click for instant download: https://insights.catchlight.ai/financial-advisor-benchmarking-statistics-on-prospecting-simple

ICYMI: Wilbur Swan of Catchlight spoke yesterday with Chana Schoenberger and Samuel Deane on the transformative role of technology in financial advisors' organic growth efforts at the INVEST 2023 conference. As advisors look for prospects in ever-larger geographic circles, the ability to automate and scale the prospecting process can lead to faster, more meaningful human-to-human engagement.

https://lnkd.in/eU9z9An8

A new from Catchlight: The Organic Growth Imperative - why firms should focus on organic growth and tips on how to enable a growth engine at your firm.

Read more about it and download it here: https://bit.ly/445yx4g

From our team to you and yours - Happy 4th of July.

Congrats to our very own Carmen Wu for winning a Q2 Women in Technology Excellence Award.

"Carmen Wu epitomizes an excellent technologist through technology expertise, communication skills and leadership prowess..."

Way to go, Carmen!

Advisors can be great at finding new prospects, but often know very little about the people in their lead lists. Our co-founder Yelena Melamed spoke to Payton Guion about the role can play in prioritization, engagement, and organic growth for financial advisors.

https://lnkd.in/etR7aQ5S