If those “You had me at hello” emails are Working, Rock On.
Sadly, if subject lines alone could win clients, you’d be reading this on your yacht. Advisors and planners invest a great deal of time and resources hunting for new clients and attempting to stay up to date on current ones. Accomplishing that using costly, ineffective tools? As their disclaimer says, “your results may vary”
Aidentified’s prospecting and relationship intelligence platform enables you and your team to discover highly qualified prospects, and information to strengthen relationships, and increase your AUM with your current clients. We provide real time information on wealth events, career moves, wealth scores, household income, personal interests and more than 150 additional kinds of information to help you find the exact kind of customers you’re looking for.
You might be thinking “sounds great, but does it get me in the door?”
In a word, yes. Aidentified has mapped 5+ billion relationships across 210M consumer and 80M business data profiles. We discover your best path to qualified prospects by dramatically growing your trusted relationship and referral matrix. The best way through any door is a trusted referral.
Let us show you paths to new clients and expanded AUM in your existing portfolio by simply trying Aidentified free for 14 days––no strings attached.
And hey, one day soon, invite us aboard.