Contact
  • Team Focused

Advisor Teams Data

The SFS Approach provides accurate contact information for registered and non-registered advisors for all major wirehouses.

MARS Advisors Teams Data includes contact information for registered and non-registered advisors for over twenty wirehouses and includes hard to find advisor information; View sales, redemptions, net, and assets for the whole team or for individual advisors within teams. The information we provide allows our clients to identify and target the right individuals with teams to increase sales and market effectives.

Data points include:

Advisor Group

  • Name
  • Phone Numbers
  • Email
  • Fax
  • Website
  • Bio
  • Focus Area
  • Status

Advisors within Group

  • Name
  • Title
  • Phone Numbers
  • Email
  • Fax
  • Bio
  • Website
  • Social Media:
    Facebook, LinkedIn, and X

Conventional Approach

  • Narrowly focused on targeting individuals
  • Limited information on individual Advisors
  • Lack of visibility into the Advisors' associations with other Advisors
  • Absence of the sales, assets, and performance of the entire team

The SFS Approach

  • Gain access to new registered and non-registered Advisors to grow your business
  • Track advisors who are on multiple teams and advisors who move

Benefits

  • Identify and target the right individual within a team and the Advisor teams most likely to promote your products
  • View all sales, redemptions, net, and assets for the whole team and for individual Advisors within the team
  • Better measure profitability, market penetration, and sales effectiveness