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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

Individual and team visible

Contact us for more information!