The signature referral platform for financial advisors (billed annually)
Super premium packages for a limited number of firms looking for elite-level materials
Catalyst Pro is a subscription-based platform developed by a team of financial content specialists to help independent advisors deepen client relationships and generate referrals. It combines ready-to-use thought leadership on investment insights, financial planning, and business ownership strategies with practical distribution and referral systems tailored to the advisory space.
Catalyst Pro helps your firm stay top of mind with clients and centers of influence over the long cycles that drive referrals. It equips you with tailored insights and systems to make each interaction feel personal, valuable, and intentional to build trust and advocacy over time.
Your subscription unlocks full access to the Catalyst insight library, distribution playbooks, referral-building resources, and CRM-style engagement tools. More than a content library, Catalyst Pro gives you the system to execute thoughtful communication at scale.
Yes. Content is written with SEC & FINRA regulations in mind. While the content has been reviewed for these compliance regulations, to comply with the SEC Marketing Rule you must have your firm’s compliance officer give final approval on the content before distributing it externally.
Yes. All Catalyst Pro content can be white-labeled under your firm’s name and customized to match your voice, brand, and compliance needs. Each piece is designed to be easily adapted so it feels like it was created in-house, just for your clients.
Catalyst VIP is our most exclusive offering. This tier is designed for firms that want to build a platform that decentralizes key knowledge, elevates their brand, and prepares for long-term growth among both employees and external audiences.
By transforming key-person knowledge into scalable assets, Catalyst VIP helps your firm build a true thought leadership platform, reduce key-person risk, and lay the groundwork for succession or acquisition. This brings together your firm’s philosophy, processes, and client experience at the highest level.
Check out our FAQs page for more information.
Schedule a conversation to explore the system built to drive referrals.
