Financial advisors often have the following questions about the Catalyst Pro platform. These questions relate to the following themes:
The list is below is not intended to be comprehensive, so please reach out to info@catalystwriting.com if you have further questions.
Catalyst Pro is a thought leadership platform for the wealth management community. The platform includes an insights library, which shares a consistent cadence of posts on topics that are relevant to the clients of financial advisors. The content is developed by Catalyst Writing’s team of specialized writers, and on average each post is between 800-1,250 words to allow for an optimal balance between substantive insights and optimal consumption for the reader.
Besides the insights library, the platform includes a resource hub for marketing best practices for financial advisors, which include dedicated templates for distribution and outreach, and a system for how to use the insights to deepen relationships with clients to ultimately transform them into active referral advocates for your firm.
Catalyst Pro stands apart because it’s built exclusively for independent wealth managers.
The insights library is crafted by a team of specialized investment writers with deep industry experience, specifically in financial writing tailored to discerning institutions and high-net-worth individuals. This means the content is curated by professionals who understand the unique needs of both wealth managers and their clients.
More than just a content library, Catalyst Pro provides a system designed to drive deeper engagement—even with your most dormant relationships—and turn engaged clients into active referral sources for your firm.
Each post in the Catalyst Pro library is written by our team of specialized investment writers with deep experience in the wealth and asset management industry. Our writers have worked at—and written for—some of the most respected firms serving high-net-worth individuals and institutions. This background ensures every post is not only technically sound, but tailored to the tone, clarity, and insight expected by discerning clients.
As a subscriber, you receive unlimited access to the insights library and the best practice guides for how to get the most value out of your new materials. These best practice guides are configured to answer frequently asked questions by financial advisors on each topic so that you feel empowered to use the different tools at your disposal.
Before distributing the materials to your stakeholders, please ensure you have your compliance team review and approve the materials. Since the materials will be published under your firm’s name, this ensures you satisfy the SEC Marketing Rule requirements and other regulatory obligations.
The wealth management industry is a relationship-driven business that requires years of energy and effort to build the level of trust you want with clients. What’s more, generating referrals, even from clients who deeply value your work, is no easy task.
Turning clients into active referral sources requires providing consistent value at scale. But time constraints often get in the way of staying top of mind with clients and prospects. It’s simply not feasible to have check-ins every month or quarter with every client.
The solution is to consistently share useful insights that benefit your clients. While most advisors would love to distribute more educational content, many lack the time or aren’t sure how to do it effectively. Beyond subject-matter expertise, you also need a communication style that encourages regular engagement.
That’s where Catalyst Pro comes in. The platform gives you a steady engine of insights, written specifically on topics your clients care about. Over time, clients begin to see that you can help them in more ways than they initially realized. This creates more meaningful, regular conversations—and opens the door for those clients to become your best marketers.
Catalyst Pro is for independent financial advisory firms looking to deepen relationships with clients, drive referrals, and establish a presence as a thought leader.
The insights found in Catalyst Pro are meant for financial advisors to who are time-poor and would benefit from marketing best practices to help grow their firm.
Specifically, the insights are relevant for high net worth individuals and families, business owners, and COIs (e.g. CPAs, estate planning attorneys, service providers).
Catalyst Pro is especially for financial advisors who run an independent practice and do not have a dedicated in-house marketing team capable of producing value-added materials consistently.
At a basic level, you need an email address with your clients on a distribution list who have consented for you to reach out to them.
Beyond that, before sharing content externally, you must have your compliance officer review and approve the materials to satisfy the SEC Marketing Rule requirements.
Set up takes 2 minutes. Once you agree to be a subscriber, you are invited via email to join the Catalyst Pro platform. You will use your company email(s) and your chosen login credentials to sign in to the platform.
The templates referenced in the distribution guide are best seen as a starting point and a best practice. While we have included multiple examples for particular use cases to appeal to firms who use a more professional or informal communication style, the ultimate communication style is up to you. Each firm’s voice and personality is unique, so use what makes sense for your firm.
New content is released on a regular basis, from weekly to quarterly, depending on the type of content. At the very least, you should expect to find new posts each month that cover each of the main content categories (e.g. investment insights, financial planning, and business owner strategies).
While we keep regulatory guidelines in mind when developing content, the content has not been SEC or FINRA reviewed or approved. All content must be reviewed and approved by your compliance officer before its ultimate distribution to satisfy your firm’s requirements under the SEC Marketing Rule.
Content may be shared through print, websites, social media, blogs, email, or presentations. However, the content you use from the platform cannot be resold or sub-licensed.
Yes. Your firm bears the final responsibility for the content to ensure compliance with Federal Securities Laws. This includes adding disclaimers, qualifying language, citations, or other such content as required.
For design, you can choose a minimalist style or choose to work with professional branding templates. If you choose the latter, a dedicated branding agency would make the most sense for you. Please reach out if you would like a select list of preferred vendors.
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