Marketing & Strategy

At this year’s Jolt conference, WiserAdvisor’s Rishi Bharathan and Mayank Jain each joined panels focused on key challenges for CMOs and marketing leaders in the wealth management space. Together, they...

They say you only get one shot at a first impression. While you may have spent some time getting to know your prospects during a discovery call, the real test...

Recent survey data has painted a surprising picture for advisors: firms can no longer grow on referrals alone. From our own research, surveys, and studies, we’ve identified the top reasons...

For financial advisors looking to scale their practice or move upmarket, one of the most powerful growth opportunities lies in attracting and retaining high-net-worth (HNW) clients. While the benefits of...

In WiserAdvisor's groundbreaking 2025 State of Digital Leads Report, our research reveals a significant shift in how the next generation of investors finds financial advisors. Unlike their predecessors, younger investors...

Modern investors are accustomed to digital interactions — accessing information and completing transactions instantly with just a few taps on their mobile devices. They expect the same seamless and interactive...

In today's digital landscape, prospective clients are increasingly turning to online reviews before making decisions about financial services. While word-of-mouth referrals remain powerful, online testimonials have emerged as equally influential...

In today's digital landscape, financial advisors face a unique challenge. While lead generation has become more accessible through various platforms, converting these digital leads into clients requires a strategic approach...