Since 2008, SaaS provider Fiduciary Decisions has delivered 401(k) benchmarking and software tools that help financial advisors strengthen plan performance and compliance. Counting many of the largest players in the retirement space as clients, the firm’s next challenge was to expand its reach into new advisor segments and increase the quality of its lead pipeline.

To achieve this, Fiduciary Decisions partnered with AdvizorPro. Chief Marketing Officer Craig Rosenthal spoke about how the integration helped the company scale its marketing automation, sharpen its data strategy, and launch a new product in the retail market more efficiently.

Building a Stronger Lead Generation Engine

As CMO, Craig’s top priority is maintaining a reliable and high-quality lead pipeline for his sales team. While the team had already built advanced marketing workflows in HubSpot, their previous lead sources were fragmented, inconsistent, and time-consuming to manage.

Fiduciary Decisions relied on manual uploads from conference lists, business cards, and competitor databases — an inefficient process that often produced stale or inaccurate data. These limitations made it difficult to hit growth goals or maintain consistent outreach results.

That search for a scalable, trustworthy lead source led the team to AdvizorPro. By connecting directly with AdvizorPro’s HubSpot Integration (ChatGPT and HubSpot Integration Guide), the marketing team could seamlessly import accurate, refreshed data and launch targeted campaigns in less time.

Saving Time and Increasing Efficiency

Before AdvizorPro, acquiring and cleaning lead data was one of the biggest bottlenecks in Fiduciary Decisions’ marketing process. Once the integration was live, the difference was immediate.

The HubSpot and AdvizorPro connection allowed the sales and marketing teams to work within one platform, using automatically updated contact records and lead lists. This eliminated the need to toggle between spreadsheets or third-party data sources.

“AdvizorPro has given us marked gains in time and intelligence. When our sales team goes into HubSpot now, they have more profile data available about the prospects they’re emailing than what they had in the past.”

With accurate data flowing directly into their campaigns, the team shifted focus from administrative work to relationship building and content strategy.

Achieving Higher Email Campaign ROI

A core component of Fiduciary Decisions’ marketing strategy involves consistent email campaigns to targeted advisor audiences. Historically, these campaigns took months of nurturing before seeing measurable conversions.

After implementing AdvizorPro, results accelerated quickly. Using filtered lead lists built through the platform, Fiduciary Decisions achieved a 4x increase in open rates and a 2.5x increase in click-through rates.

“Due to AdvizorPro’s data quality and ability to more specifically target meaningful prospects, FDI has been able to achieve a 4x increase in email open rates and a 2.5x increase in email click-through rates.”

Craig attributes these improvements to the ability to identify higher-quality leads through AdvizorPro’s advanced data filters and the freshness of the contact data. The team now builds more complete advisor profiles within HubSpot, informed by AdvizorPro’s deep intelligence on RIA and broker-dealer firms (How to Build Automated Outreach Campaigns with TrafficIQ Data).

Entering a New Market Segment

Already established in the 401(k) sector, Fiduciary Decisions sought to reach a new audience of retail advisors to launch its IRA rollover tool. Using AdvizorPro, the team quickly filtered for its target audience in the RIA space and synced new lists into HubSpot for immediate campaign execution.

“AdvizorPro gave us access to a detailed database in a market segment that we didn’t know and didn’t know us. Now we have enough information to be dangerous.”

Without AdvizorPro, entering this new space would have required months of manual prospecting. Instead, the platform provided instant access to hundreds of thousands of verified wealth advisor records, helping the company scale its new business line faster than expected.

To explore how similar data-driven expansion strategies are shaping the wealth management industry, see the Top Independent RIAs 2025 Report.

A Partnership That Drives Continuous Growth

From onboarding to training, Fiduciary Decisions has felt consistent support from the AdvizorPro customer success team. Craig describes the relationship as more than transactional, calling it a partnership built on collaboration and results.

Since integrating AdvizorPro, the company has seen measurable gains in time savings, data accuracy, and marketing performance, all contributing to long-term growth in both the 401(k) and retail advisory markets.

“We’re doing sophisticated prospecting and marketing. That’s because we have AdvizorPro as a sophisticated partner.”

Start your free trial to see how AdvizorPro helps firms like Fiduciary Decisions streamline data workflows, improve advisor engagement, and accelerate growth with accurate, real-time intelligence.

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