The Conventional Sales & Marketing Approach for team data has some major drawbacks:
- Narrow view due to the Advisor-only focus
- No data for Advisor moves
- No visibility into Advisor associates
- No insights into team sales, assets, or performance
- Slow to track linked teams
However, the Sales & Marketing approach provided by ISS Market Intelligence and MARS will help you identify areas of opportunity by providing access to newly registered and non-registered Advisors to grow your business and a way to track advisors who are on multiple teams and advisors who move or change firms. These Data Insights have major advantages and will allow you to:
- Identify and target the right individuals
- View all sales, redemptions, net, and assets for the entire team, AND for individual advisors within each team
- Better measure profitability, market penetration, and sales effectiveness
- Includes critical information not readily available including contact information for all members, titles/roles, focus area, social media links, licenses & designations, Success Level, and much more!
- Team Data is available in a variety of formats and is importable across a broad spectrum of systems/devices
- Includes teams from all major wirehouses
