Daniel Santiago's Journey with AdvizorPro at Tidal ETF

In the dynamic world of ETFs and asset management, Daniel Santiago, the Vice President of ETF Research & Distribution at Tidal ETF, shares his firsthand experience on how AdvizorPro became the game-changer in his prospecting strategies. AdvizorPro met up with Daniel to dive into the specifics of how he leverages its data and platform to enhance efficiency, scalability, and success.

Tidal ETF in a Nutshell

Tidal ETF, a white label ETF issuer and multi-manager tech platform, specializes in helping boutique managers shine in the ETF industry. As the Vice President of ETF Research & Distribution, Daniel Santiago's role involves facilitating trades, educating advisors on ETFs, and strategically positioning Tidal's products in the market.

Daniel's Past Prospecting Challenges

Before AdvizorPro, Daniel faced significant challenges in data quality. Relying on outdated advisor data, he found himself in a constant struggle to reach the right people. The pre-COVID era of cold calling every representative was no longer effective, especially with strategic changes in distribution teams across the industry.

Enter AdvizorPro

The partnership between Tidal ETFs and AdvizorPro marked a turning point. Daniel highlights the significance of regularly updated lists, ensuring the CRM system stays current. AdvizorPro became the solution to Daniel's past struggle of reaching out blindly; now, he can delve into a prospect's profile before making initial contact."AdvizorPro is one of the only data providers that makes it easy to keep your data up to date," notes Daniel.

Targeting with Precision: AdvizorPro's Impact on Tidal's Audience

Daniel emphasizes the power of being targeted and pre-qualifying prospects using AdvizorPro. The platform's technology allows him to focus on boutique RIAs, utilizing tools like the ETF percentage filter to identify those aligned with Tidal's strategies. This precision is crucial for Daniel, enabling him to build meaningful relationships with smaller RIAs.

Sales Cycle Wisdom and AdvizorPro's Role

Understanding the 18-month sales cycle for established products, Daniel's approach extends beyond automated emails. He orchestrates a journey, involving conferences, emails, and in-person meetings to nurture relationships. AdvizorPro plays a pivotal role in feeding the CRM system, allowing Daniel to execute targeted email campaigns efficiently.

AdvizorPro Filters and Features in Action

Daniel provides live examples of how he maximizes AdvizorPro's potential:

• Filtering by Title: Creating lists for specific events, like the New York Stock Exchange, by targeting c-suite executives and decision-makers.
• 13 F Filings: Leveraging 13 F filings for competitor analysis and identifying potential clients making changes in their portfolio.
• Keyword Search: Using niche-specific searches, like "LGBT," to uncover advisors aligned with specific themes.

Analyzing Profiles: Daniel's Go-To AdvizorPro Tools

Daniel shares his daily routine, treating AdvizorPro as a "living, breathing database." The platform's integration with CRM profiles and features like ADVs and AUM breakdowns streamlines his research process, allowing him to make informed decisions.

Client Win: A $5 Million Trade

Daniel shares his daily routine, treating AdvizorPro as a "living, breathing database." The platform's integration with CRM profiles and features like ADVs and AUM breakdowns streamlines his research process, allowing him to make informed decisions.

Daily AdvizorPro Utilization: Daniel's Workflow

Daniel's daily routine revolves around AdvizorPro, where he consults profiles before reaching out to advisors. The platform's extensive filtering options help him connect with the right people, making his outreach more intentional and targeted.

Why AdvizorPro Stands Out

In Daniel's words, "AdvizorPro offers the most value and bang for your buck." He highlights the platform's unparalleled support, tech features, and seamless CRM integration, emphasizing the real-time, up-to-date information it provides.In conclusion, Daniel Santiago's journey with AdvizorPro at Tidal ETFs unveils a strategic, targeted, and efficient approach to prospecting in the ever-evolving landscape of ETFs and asset management.