Daniel Santiago's partnership with AdvizorPro revolutionized prospect targeting at Tidal ETF, enabling him to pre-qualify prospects and execute targeted campaigns effectively. Through AdvizorPro's features and integration, Santiago streamlined his workflow, securing notable successes like a $5 million trade for Tidal's ESG sustainable product.

Asset managers face a wide array of challenges when reaching out to family offices. With the right data, asset managers can overcome these challenges and create personalized outreach that helps grow their AUM and unlock new opportunities in the competitive world of asset management.

The 2024 financial industry conference season promises many opportunities to network and learn at events all around the country. The AdvizorPro team has...