F.A.Q

Q: Who uses AdvizorPro, and how do they use it?

A: AdvizorPro is a software product that offers salespeople, marketers, and recruiters accurate contact data for wealth advisors, RIAs, broker-dealers, and decision-makers in the financial services industry. This contact information enables these teams to build and expand their pipelines and ultimately reach their goals.

This platform makes it easy to create targeted and high-quality lists of RIAs and Broker-Dealers. Whether outreach includes phone calls, emails, LinkedIn, or a mix of the three, AdvizorPro can directly feed this information into SalesForce or Hubspot giving the team an enriched prospect in their CRM.

Q: How quickly can I expect to see ROI when starting out with AdvizorPro?

A: AdvizorPro offers a simple setup, so as soon as you’ve partnered with us you can begin pulling highly qualified and targeted Broker-Dealer and RIA leads. Leveraging our database with a wide breadth of contact and personality information that’s been verified for accuracy, teams of sales, marketing and recruiting are able to begin outreach immediately. This has empowered hundreds of companies that we’ve worked with to see returns on their investments within days to weeks of signing their contract with us.

Q: Does your database include all RIAs and Broker-Dealers?

A: Yes, AdvizorPro includes all active registered investment advisors, broker-dealers, and every investment advisor and registered representative that are associated with them. This includes wirehouses, banks, independent RIAs, independent Broker-Dealers, and dually-registered advisors as well. We keep our data extremely fresh to reflect the latest advisor moves and new registrations.

Q: How often is your data refreshed?

A: Our algorithms are working 24-7 to refresh our broker-dealer & RIA database.

Q: Do I have the ability to export contact data?

A: Yes, users can download broker-dealer and RIA lead lists to excel with ease. Even save searches by name to refresh lists in the future and receive alerts on new leads that meet your criteria. AdvizorPro also integrates seamlessly into SalesForce and HubSpot, so your team can instantly pull-in highly qualified wealth advisor leads to your pipeline. If you’re looking for a way to integrate the data from AdvizorPro into a different CRM or marketing system, reach out to our team so we can find a solution together.