Kaitlyn Cacciola is a product marketing lead on the advisor organic growth team at Commonwealth Financial Network. At Commonwealth, she helps financial advisors strengthen their marketing strategies, deepen client engagement, and grow their businesses. She is passionate about translating industry trends into practical, actionable marketing solutions.
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.