Provide TARGETED PROSPECT LEADS and TRAINING to Financial Advisors.


Assist advisors by providing a solid background on how to successfully work prospect lists to generate meetings and bring in new business. Help advisors, by generating Assets Under Management at a consistent rate.


How we generate REAL RESULTS:

  • Quality- Provide advisors with targeted leads developed specifically for them.
  • Training- Provide 4 /30 minute, biweekly training sessions to advisors.
  • Structure- Provide advisors with tips on converting a prospect to a client.
  • Methods- Provide advisors knowledge on how to cultivate client relationships and ask for referrals.
  • Accountability- Provide progress reporting on advisor’s goals to track progress.
  • Success- Generate more assets under management.

Examples of data sets we can create: 

  1. Customized Mortgage Database
  2. Small Business Prospects: Customized data list of targeted prospects who own small businesses
  3. High Net Worth Prospects: Customized data list of High Net Worth individuals.

Contact Us Today!