Trust Building & Thought Leadership

Email Campaigns strategies built specifically for financial advisors & wealth management.

Email marketing nurtures relationships over the extended decision timeline typical for advisory relationships.

74%

of high-net-worth individuals research advisors online before engaging

Source: Spectrem Group

$84T

wealth transferring from Baby Boomers to younger generations through 2045

Source: Cerulli Associates

63%

of advisors say client acquisition is their biggest growth challenge

Source: Kitces Research

What's Included

See how financial advisors businesses achieve results with Sapt.

Advisor wants to specialize in helping people 5-10 years from retirement plan their transition.

Result

Content marketing addressing pre-retirement concerns plus targeted advertising to 55-65 age demographic.

Pre-retiree consultations increased 150% within 12 monthsAverage new client AUM increased significantly

Advisor's client base is aging and children don't continue relationships, risking asset attrition.

Result

Programs engaging adult children of clients plus content targeted at younger inheritors.

Next-gen family member engagement increased from 15% to 55%Retained 78% of inherited assets (vs. industry average 30%)

See what compounding intelligence looks like for your business.