Unlock Hidden Leads with TrafficIQ: Website Intent Data for Asset Managers & WealthTechs
In this webinar, we dive deep into TrafficIQ, AdvizorPro’s website visitor intelligence platform, built specifically for asset managers, WealthTech firms, and financial services marketers.
Learn how to turn anonymous website traffic into qualified sales leads using real-time web intent data—and see how firms are already bridging the marketing-to-sales gap with TrafficIQ.
Erin Martinez, co-founder of FinHive, joins AdvizorPro to share real-world strategies her clients use to:
Identify which RIAs and family offices are visiting their site
Set up automated CRM alerts and workflows in HubSpot and Salesforce
Attribute advisor visits back to campaigns using UTM parameters
Optimize Google Ads and paid media for advisor engagement
Trigger personalized outreach sequences based on intent signals
Whether you’re running digital campaigns, building a B2B sales funnel, or struggling to measure ROI, this session will show you how to capture warm leads, prioritize outreach, and accelerate conversions.
Ideal for B2B marketers, sales teams, and RevOps leaders targeting financial advisors.
