Financial advisors often have the following questions about Catalyst. 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 is a thought leadership platform for RIAs. Our purpose is to give you the tools to deepen relationships with clients and centers of influence so you transform them into active referral sources for your firm. Our offering is split into two tiers:
Catalyst Pro is a a white-labeled, compliance-reviewed insights library, along with proven templates, outreach strategies, and customizable engagement systems.
Our highest level of service is an exclusive offering: Catalyst VIP. This tier focuses on building custom thought leadership materials to drive higher AUM clients to your firm.
Catalyst is built specifically for RIAs. Unlike generic marketing tools, Catalyst is designed by industry specialists who understand the unique challenges of referral growth in private wealth and institutional asset management. Our team has worked closely with leading RIAs and brings deep expertise in marketing to high-net-worth clients, navigating compliance with SEC and FINRA standards, and supporting the relationship-driven nature of advisory firms.
Each post is written by experienced investment writers who specialize in wealth and asset management. Our team has written for some of the most respected firms serving high-net-worth individuals and institutions. This background ensures every post meets a high bar: technically sound, thoughtfully written, and tailored to the tone and clarity your clients expect.
For the Catalyst VIP offering, we work together with you to ensure the materials reflect your specific needs.
Catalyst helps RIAs solve a core challenge: turning trusted client relationships into consistent referral growth. Even when clients value your advice, getting them to refer is rarely automatic. It requires consistent, high-quality touchpoints that reinforce your value and keep you top of mind. The problem? Most RIAs don’t have the time, tools, or internal resources to do this at scale. Catalyst solves this by giving you a steady stream of insights so you can deliver value consistently, deepen relationships, and activate referrals without adding to your workload.
Catalyst is for RIAs looking to build stronger relationships and turn clients and COIs into consistent referral sources. We are especially for RIAs who run an independent practice and do not have a dedicated in-house marketing team capable of producing value-added materials consistently.
We use an independent compliance provider to review the materials for SEC and FINRA standards. However, all content must have final approval by your firm’s compliance officer to meet your regulatory requirements.
Materials 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.
Your firm may use each insight post in its entirety, unless modifications are required by your compliance department. 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 our full legal terms and conditions, click here to view.
