Read insights and best practices for engaging financial advisors & insurance agents

Blog posts

What is a Breakaway Advisor?

A breakaway advisor is a financial advisor who leaves a larger firm to establish an independent practice, offering personalized services. Understanding the true meaning can help in navigating financial consultancy choices.

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The Ultimate Guide: Independent Financial Advisors

An independent financial advisor is a professional who provides unbiased financial advice to clients and doesn’t represent any specific investment firm. AdvizorPro has put together an in-depth guide with expert analysis to help you better understand this fast-growing area of the wealth advisor space.

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How one asset manager achieved a dramatic increase in advisor engagement

Blueprint Investment Partners is a boutique asset manager that creates tactical investment strategies for financial advisors. Much of their growth is driven by high quality thought leadership articles distributed through digital marketing campaigns to advisors. Their strategy relies on access to high quality contact data for the target market within the financial advisor space. We sat down with Mike Carlone, Blueprint’s National Sales Director to discuss the positive impact AdvizorPro has had on their sales and marketing efforts.

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How Cboe Vest Scaled with an AdvizorPro and Salesforce Integration

When Cboe Vest made the decision to supercharge their outreach efforts to advisors, they made the decision to connect their Salesforce system with AdvizorPro’s database of verified and robust financial professionals. This empowered them to identify new opportunities and scale quickly. Let’s take a closer look at how they did it.

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