Advisors Capital Management and WealthFeed collaborate on generating leads

Gen Z and Millennials are taking the lead in saving for retirement, beating out older generations in their preparedness for the future. According to a recent report, there has been a noticeable increase in the retirement savings of younger individuals. This shift is part of a larger trend in which younger generations are making a priority of saving early on in their careers to secure a stable financial future.

In addition, investment banking giant Morgan Stanley has submitted a filing with the Securities and Exchange Commission (SEC) to launch exchange-traded funds (ETFs) based on Bitcoin and Solana. This move signals the increasing acceptance and adoption of cryptocurrencies by mainstream financial institutions, as well as the growing interest in digital assets among investors.

Advisors Capital Management has teamed up with WealthFeed to introduce an AI-powered lead generation platform for retirement advisors. This partnership aims to provide financial advisors with the tools they need to engage prospective clients at the optimal moment, enabling them to deliver comprehensive retirement planning solutions and retain more assets in retirement plans. By combining WealthFeed’s real-time prospecting signals with ACM’s retirement planning services, advisors can seize opportunities resulting from key financial events and build long-lasting client relationships.

WealthFeed’s platform offers personalized prospecting strategies that leverage artificial intelligence to identify and engage prospects associated with significant life events. Through automated outreach via various channels, including email, LinkedIn, and direct mail, advisors can reach out to potential clients efficiently and effectively. The AI-driven system continuously monitors existing contacts, allowing advisors to uncover new growth opportunities as clients’ circumstances evolve. This data-driven approach aims to drive organic growth for advisors by providing them with actionable insights and tools to expand their client base.

According to Michael Lieberman, Partner & Director of Business Development and Growth at ACM, this partnership with WealthFeed will equip advisors with the resources needed to accelerate their growth and engage high-intent prospects. Lieberman emphasizes the importance of identifying and engaging clients at the right moment to build lasting relationships and drive meaningful growth. The integration of WealthFeed’s capabilities with ACM’s PathFinder platform will enable advisors to deliver tailored retirement guidance to clients undergoing significant financial changes.

WealthFeed’s Co-Founder & Head of Sales, Rylan Folts, highlights the role of AI in transforming data into actionable steps for advisors. By leveraging AI technology, WealthFeed enables advisors to pinpoint high-intent prospects with precision and drive growth organically. Folts expresses excitement about the collaboration with ACM and its potential to empower advisors with the infrastructure needed to scale their growth efficiently and effectively.

ACM, based in Ridgewood, New Jersey, boasts a dedicated team of 70 professionals serving over 10,000 accounts and managing $8 billion in assets. This strategic partnership with WealthFeed reflects ACM’s commitment to equipping its advisors with cutting-edge tools and technology to meet the evolving needs of clients and drive growth in the retirement planning sector. The collaboration between ACM and WealthFeed underscores the growing importance of AI-powered solutions in the financial advisory industry and their potential to revolutionize client engagement and lead generation strategies.