Case Study: AdvisorShares Boosts Advisor Engagement and Sales Efficiency with AdvizorPro

Overview

AdvisorShares is one of the industry’s leading independent, actively managed ETF firms. Since launching its first fund in 2009, the company has built a lineup of over a dozen active ETFs totaling approximately $2 billion in assets under management. With a focus on innovation, AdvisorShares continues to design strategies that empower investors and advisors to access active management through modern, transparent vehicles.

As the firm evolved its distribution strategy in recent years, AdvisorShares sought a wealth advisor data intelligence solution that could help its distribution and marketing teams reach the right wealth advisors more efficiently, eliminate manual research, and accelerate engagement. By partnering with AdvizorPro, the firm now leverages clean, CRM-integrated advisor data, actionable segmentation, and real-time website intelligence to enhance its outreach and strengthen advisor relationships.

Challenge

As AdvisorShares expanded its focus toward financial intermediaries and RIAs, it needed a scalable way to identify and prioritize advisors that aligned with its active ETF lineup, beyond what its legacy data provider offered.

“We’d spend a lot of time screen-scrubbing,” said James Carl, Managing Director of Distribution at AdvisorShares. “We were manually visiting advisor websites to collect key details before reaching out. It was time-consuming and inefficient.”

AdvisorShares also wanted to ensure its CRM data, the lifeblood of its distribution team, stayed accurate and up to date. Previous data providers offered integrations that were only partially functional and became stale quickly, making automation difficult and limiting the team’s ability to personalize communication.

Solution

After evaluating several providers, AdvisorShares selected AdvizorPro for its data accuracy, depth, and seamless HubSpot integration.

“After talking with industry peers and reviewing multiple platforms, we chose AdvizorPro because it had one of the best CRM integrations we’d seen,” said Carl. “Your team keeps the data fresh, and after a year of using it, we’ve been extremely pleased with the investment.”

The team uses AdvizorPro across multiple workflows:

List Matching: When preparing for events, AdvisorShares imports sample attendee data and enriches it with additional firm-level details using AdvizorPro.
Website Visitor Intelligence: Provides real-time insights into which advisors are engaging with AdvisorShare’s website and content, allowing sales to act immediately on high-interest leads.
13F Data Search: Helps identify RIAs with similar ETF usage to target competitive opportunities.
CRM Automation: Streams clean, segmented data directly into HubSpot to drive targeted marketing and call campaigns.

When setting up their integration, AdvisorShares configured HubSpot workflows that now automate engagement tracking and deliver actionable insights to the firm’s investment consulting team.

To learn more about this type of workflow, see our guide on how to integrate RIA and broker-dealer data with HubSpot.

Results

Since integrating AdvizorPro, AdvisorShares has seen significant improvements in advisor engagement and sales efficiency:

Faster advisor identification and segmentation through automated data enrichment
More precise targeting by filtering for fee-based advisors, licensing, and broker-dealer access
Increased advisor responsiveness, with fewer outreach attempts required to initiate conversations

“We’re seeing advisors pick up the phone more often, and with fewer calls,” said Carl. “When outreach is backed by real engagement data, advisors are more willing to talk because the conversation is relevant and timely.”

TrafficIQ has also proven to be a breakthrough tool.

“We turned TrafficIQ on in May and closed an advisor sale within three weeks,” Carl explained. “Having visibility into which advisors are most engaged with our content has been a game changer. It’s helping our team prioritize faster and reach out with confidence.”

For more on TrafficIQ use cases, see the TrafficIQ Playbook.

Looking Ahead

As AdvisorShares continues to grow its active ETF lineup and expand into new advisor channels, the firm plans to build on its use of AdvizorPro’s data intelligence suite.

“We’re extremely pleased with the data set and how you continue to improve it,” said Carl. “TrafficIQ has been a big step forward, and as we expand, we’ll likely add more datasets, especially as we look to engage family offices and progressive RIAs in niche segments.”

About AdvisorShares

AdvisorShares is a leading sponsor of actively managed exchange-traded funds. The firm partners with experienced portfolio managers to deliver innovative strategies across a range of investment themes, empowering financial professionals and investors to access the benefits of active management through transparent ETF structures.

About AdvizorPro

AdvizorPro is the leading data intelligence platform for asset managers and ETF issuers looking to accelerate distribution in the RIA and wealth management space.

Our platform delivers the most accurate and comprehensive data on financial advisors and firms, integrated directly with CRM systems like HubSpot and Salesforce, to power smarter segmentation, personalized outreach, and measurable growth.

With tools like TrafficIQ and advanced CRM integrations, AdvizorPro enables distribution teams to identify, prioritize, and engage their ideal advisor audiences faster and more effectively.