Tidal ETF partnered with AdvizorPro to enhance its prospecting by using precise, up-to-date data, enabling them to focus on the right advisors and streamline outreach. This shift led to more meaningful engagements, highlighted by a successful $5 million trade win and better CRM integration, improving their sales efficiency and results.

This blog provides a detailed guide to setting up a successful cold email strategy, covering domain setup, email authentication, deliverability best practices, and gradual outreach scaling to turn cold contacts into engaged leads.

Echenique joins AdvizorPro with 18 years of SaaS and investment sales experience, now reuniting with Michael Magnan and Hesom Parhizkar from their time at eVestment (a Nasdaq company).