Data Marketing for fiduciaries is based on relevant and focused data regarding which clients are available, and suitable for specific fiduciaries. In the course of business of a fiduciary, the data knowledge we bring to marketing, in addition to the right people, at the right time, can make the difference in he success or failure of your practice. We communicate with your potential markets, and identify the most suited customers and relationships for your business. We serve professional fiduciaries, wealth managers, financial professionals, and bank trust departments.
Our goal is to create relationships for fiduciaries that will bring fiduciary business on a continuous basis. Professional fiduciaries are not in the business of marketing. We co-create markets for professional fiduciaries, where those markets did previously exist. Our compensation is based on connecting the fiduciaries to the correct consumers of their services. We believe in long-term relationships. Our core relationships have been developed over many years.
Our Business Focus is Bringing the Appropriate Clients to Fiduciaries
We believe that information is key in a fiduciary’s practice. New fiduciaries often have the skills in running their practice, but are not skilled at marketing their practice.
We are unique in that our data base includes all of the information a fiduciary needs to market his or her practice, regardless of location. We serve all of United States.
Marketing is a 24 hour job. That is our job to help you connect to the right clients, and the right connections.
Requesting a quote is easy. Our monthly retainers are based on deliverables, including marketing data, seminar marketing, and creation of advertising pieces specifically geared for fiduciaries.