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Data Passport

Founded in 2003, Financial Media Group has been a constant leader and innovator in the development of databases and marketing solutions for the financial industry. Our database properties include every registered representative, financial advisor, and insurance agent licensed to sell or distribute product in the U.S. In addition to our focus on the advisors and agents who distribute and sell product we also gather and refine data on financial firms. From insurance carriers to broker dealers and RIA firms, our coverage of the market allows you to reach the key decision makers who matter most to your business.

 

DATABASE PROPERTIES

 

650,000

Registered Reps

 

32,000

RIAs

 

1.6 Million

Insurance

 

 

 

EXPERTISE

While other firms may collect and refine advisor and firm data too, we believe our expertise separates us from all others. We understand the dynamics that drive the financial market, and how to apply that knowledge to enhance the quality of the data our clients need.

We’re able to show you how to find the specific types of advisors you’re looking for so that your efforts and resources are used in the most efficient manner possible. Our web-based database platform (Advisor DirectConnect), provides our clients with powerful search and refinement tools allowing them to quickly isolate on the advisors and firms that meet their objectives.

With over 100 filters ranging from location, licensing, exams, experience, AUM, productivity, carrier appointment, and product specialization, we’re able to connect you with the right advisors or firms every time.

These advanced filtering and reporting tools even allow you to view these advisors in context to the overall market. In other words, we look at how your target market (those advisors you’ve selected) compare to the overall universe of licensed advisors. We’ll show you where the pockets of opportunity lie, and reveal opportunities you may have not considered.

MAKING THE CONNECTION

Once you’ve found the advisors and firms that meet your specific needs, our tools allow you to access these advisors via email, phone, or even direct mail. We provide you the full contact record ready and available for viewing or export.

Our databases even sync with CRMs like Sales Force giving you the ability to quickly add records to your existing contact management system.

For us, we believe that finding the right advisors or firms is just the beginning. From there you need to make a connection. Our marketing services team is comprised of marketing experts in the areas of

From the conceptual on through execution, our team can write, design, and deliver your next marketing campaign. From recruitment and marketing, to brand awareness, special events, and seminars, our team can find the right advisors and then deliver your message.

To find out more about our databases or marketing services, please feel free to explore our website. Our product and marketing specialists are standing by and would love to discuss your specific objectives and how we can help you meet and beat those goals.

You’ll learn that we take a customized approach with every client. Our goal is to help you separate your message and your firm from the competition, and make connections that last.

Learn more about Financial Media Group’s innovative marketing services and turnkey recruiting solutions through our 3-5 minute overview videos.

Financial Media Group Overview

Watch this video to learn more about how Financial Media Group can be leveraged as a strategic partner for all of your recruiting and marketing needs on YouTube!

Advisor Direct Connect – Insurance

See how Advisor Direct Connect can help recruiters of insurance agents meet their recruiting objectives and identify top producers.

Advisor Direct Connect – Securities

Learn more about how Advisor Direct Connect is the ultimate web-based solution for recruiters seeking lists of top producing securities advisors.