Optimize Sales with Comprehensive Advisor Team Data
SalesFocus Solutions and ISS Market Intelligence have combined their industry expertise and data aggregation capabilities to provide a comprehensive data set encompassing contact information for all financial advisor team members, their titles and roles, focus areas, social media links, licenses, designations and success levels as well as sales, redemptions, net and assets for the whole team and for individual advisors within the team.
Conventional advisor data sets lack focus, complete profile data and insight into key participants. Rep Team Data empowers sales teams to evaluate teams, identify decision-makers and target proven opportunities.
Conventional Sales & Marketing Approach
- Narrow focus
- Limited information
- No visibility into advisor associates
- No insights into team sales, assets or performance
ISS MI – Mars Sales and Marketing Approach
Pinpoint Targeting – Actionable Intelligence
- New registered advisors
- Non-registered advisors
- Advisors who are on multi[le teams
- Advisors who have moved
Breadth of Visibility and Data Insights
- Identify and target the right individuals
- View all sales, redemptions, net and assets for the whole team and for individual advisors within the team
- Measure profitability, market penetration and sales effectiveness
- Leverage critical information not available from other sources: contact information, titles, roles, focus areas, social media links, licenses & designations, success level and 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 – contact us for more information