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Category Archives: Databases of Financial Advisors

Our Data Tells a Story: Vol 3

April 11, 2017 0 Comments Databases of Financial Advisors, Databases of Insurance Agents By-

Our Data Tells a Story: Vol 3 As a Data Analyst, I spend a lot of time putting order to unorganized data. One trend that continues, is the blending of the insurance and financial industries. Our recent data update focused…

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Our Data Tells A Story – Vol 2

January 20, 2017 0 Comments Databases of Financial Advisors, Databases of Insurance Agents By-

Data always changes. Marketing and recruiting requires that you expand your reach outside of your current prospecting pool to get more visibility. Many companies choose to accomplish this by purchasing or renting a marketing list. Why not, right? Lists are…

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Our Data Tells A Story

December 19, 2016 0 Comments Databases of Financial Advisors By-

Our Data Tells A Story People are always changing. Changing jobs, changing companies, changing states… It’s human nature to be on the move. As a company that provides database services the need to regularly maintain data to stay accurate is…

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We’ve turned our best tips to reactivate your house file into an easy to read infographic.  

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Getting Squeaky Clean Data

November 18, 2016 0 Comments Databases of Financial Advisors, Databases of Insurance Agents By-

Did you know: 72% OF CUSTOMER FILES CONTAIN DUPLICATE RECORDS, INCORRECT ADDRESSES & INACTIVE ADVISORS AND FIRMS! Statistics show that poor data quality costs firms millions of dollars each year. Along with the financial burden of using poor data, the…

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Marketing & Lead Portal - Financial Media Group

Announcing the Launch of Our Exclusive Marketing & Lead Portal

June 20, 2016 0 Comments Business, Databases of Financial Advisors, Databases of Insurance Agents, Financial Advisor Topics By-

Discover Financial Media Group’s Exclusive Marketing & Lead Portal Last year, FMG pioneered e-ConnectTM, the financial industry’s first fully automated email marketing tool that allows you to broadcast email messages right from your computer. This year, we are at it…

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email marketing services for advisor and agent recruiting

Benefits of Direct Marketing

September 29, 2014 0 Comments Databases of Financial Advisors, Financial Advisor Topics By-

Directing Marketing Benefits When trying to build an all-star team, nothing is more important than making sure you’re reaching out to the right individuals who would be the perfect fit with your products and services. Whether you’re trying to reach…

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Recruiting Financial Advisors Is your firm struggling with how to recruit top producing financial advisors, registered representatives, IARs, or RIAs? Are you an insurance agency looking to recruit top producing agents? In this post we will cover several tactics for…

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Recruiting Advisors Are you looking to recruit top producing financial advisors to come work for your firm? Do you know the exact type of financial advisor you want to work for you? Are you having difficulties locating top producers in…

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Financial Advisor Employment Recruiting Recruiting Advisors is Competitive Business: Is Your Recruiting Message On-point? If you’re an Independent Broker Dealer looking to recruit advisors, you no doubt have found it becoming increasingly competitive. The days of attracting advisors by simply offering…

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