The Challenge: Too Much Guesswork. Not Enough Precision

Eagle Global Advisors had a problem most asset managers know well. Their strategies energy infrastructure, renewables, international equity were compelling. But finding the right advisors to talk to meant hours of manual research and a lot of educated guessing.

“We didn’t want to waste anyone’s time with irrelevant outreach,” said Fritz Curtis, Head of Distribution at Eagle Global. “Before AdvizorPro, finding the right advisors meant searching websites, compiling lists manually, and hoping we had it right. We needed better visibility into who was actually interested in our space.”

The Houston based firm manages 3.2 billion dollars across specialized strategies that are not for everyone which made spray and pray outreach even less effective. Their CRM data was not in order. Their targeting was broad. And their team was spending valuable time on research instead of conversations.

They needed a better system.

The Solution Data That Actually Works

After evaluating multiple providers, Eagle Global chose AdvizorPro. Not just for the data but for the team behind it.

“A lot of firms had data,” said Steven Russo, Senior Partner at Eagle Global. “A big part of what sold us on AdvizorPro was the team. They were hands on from day one, helping us build our first targeted distribution lists and identify advisors who were a strong fit for our products.”

Eagle Global integrated AdvizorPro directly into Salesforce and immediately started using it to:

• Segment by strategy fit identifying RIAs, bank trusts, and broker dealers aligned with energy infrastructure, renewables, and international equity
  
  
• Target by geography focusing renewable energy outreach on the Northeast and West Coast where interest runs highest
  
  
• Enrich event data layering firm level intelligence onto webinar registrations and content downloads
  
  
• Automate outreach running campaigns with clean, real time data that stays current automatically
  
  

“The integration allows us to tailor outreach based on regional demand,” Curtis explained. “For example, renewables tend to resonate more in the Northeast and on the West Coast. With AdvizorPro, we can easily focus our marketing where there is real interest.”

The Results Better Engagement Less Wasted Effort

The difference showed up quickly.

Webinars filled with the right people. Eagle Global’s quarterly energy infrastructure webinars now attract advisors who actually allocate to the space, not just anyone who clicked a link.

Cleaner CRM data. The team spends less time on manual research and more time on relationship building.

Smarter targeting. Instead of broad email blasts, Eagle reaches advisors already showing interest in sectors like renewables, private credit, or international equity.

Higher sales efficiency. Fewer cold calls. More meaningful conversations.

“We are consistently getting more of the right people on our webinars,” Curtis said. “It is not just about quantity. It is about reaching the advisors who actually care about the asset classes we manage. AdvizorPro helps us do that.”

Russo added: “Everybody can sell data, but not everyone helps clients use it effectively. AdvizorPro’s implementation team made a huge difference. They continue to support us with list building and new targeting ideas whenever we need them.”

What Is Next Expanding Into New Strategies

As Eagle Global launches new products including a Scarcity Fund investing across digital assets, precious metals, and commodities they are using AdvizorPro to reach advisors interested in differentiated and non correlated strategies.

“Our clients’ success is our success,” said Curtis. “We are constantly innovating, and with AdvizorPro’s data and support, we can get our message to the advisors who value that innovation most.”

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About Eagle Global Advisors

Eagle Global is a Houston based, 100 percent employee owned investment management firm managing approximately 3.2 billion dollars across U.S. equity, international equity, energy infrastructure, renewable infrastructure, and private credit strategies. Founded in 1996, the firm’s investment professionals invest alongside clients in the same strategies they manage.

About AdvizorPro

AdvizorPro is the leading wealth channel intelligence platform for asset managers, ETF issuers, and wealthtech companies. We deliver verified data on more than fifteen thousand RIAs, broker dealers, and family offices, integrated directly into your CRM to power smarter segmentation, personalized outreach, and measurable growth.

Additional Resources

To explore advisor targeting strategies and learn how leading firms use data to scale distribution, take a look at these related articles:

• Advisor Movement Trends Report 2025

• How Asset Managers Can Identify RIAs Visiting Their Website

• AI Driven Intelligence for Advisor Targeting

Your Turn

Eagle Global stopped guessing and started targeting with precision. The result: Better engagement, cleaner data, and more time spent on conversations that matter.

If your distribution team is still relying on manual research, stale lists, or broad territory blasts, there is a more efficient path forward.

Discover how AdvizorPro can help your firm target the right advisors faster and drive stronger engagement.

‍ Start your free trial

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