AdvizorPro

Why is it hard to find information about Family Offices? 1️⃣ Tax Authorities: High-profile individuals attract tax scrutiny, while wealthy, low-profile families often resolve issues quietly. 2️⃣ Privacy: Wealthy families avoid media scrutiny and poor coverage that can damage reputations. 3️⃣ Overwhelming Pitches: Family offices get pitched to all the time. They stay lowkey to carefully curate deal flow, filtering out thousands of irrelevant approaches. 4️⃣ Crime Risks: Wealth attracts both physical and cyber threats, pushing families to stay under the radar. 5️⃣ Political Targeting: Media attention can make wealthy families targets for opportunistic politicians and unwanted scrutiny. How AdvizorPro Solves This Problem AdvizorPro’s robust process of collecting family office data provides verified contact details, including emails, phone numbers, and investment interests. With advanced filtering and CRM integrations, we make it easy to target decision-makers and build meaningful connections. Stop searching—start connecting. Let’s talk! #familyoffice #advizorpro

We celebrated our annual Christmas party last week, and it was an unforgettable evening filled with drinks, games, and laughter. Easily one of the most enjoyable nights of the year! Couldn’t ask for a better team to celebrate with. 🎄 🎅

It was destiny for John Swystun to meet Joseph Caprara 🏂

Introducing AdvizorPro Lead Scoring: Simple, Fast, and Powerful 🚀 Identifying the right RIAs and family offices to connect with is critical to our clients — but it doesn’t have to be time-consuming. Our new Lead Scoring feature delivers real-time, AI-powered scores to help you quickly pinpoint the highest-potential leads. This means less manual filtering, fewer missed opportunities, and more time spent building relationships with the advisors who matter most. ✨ What does this mean for you? ✅ Instant AI-Generated Scores: Spot your best-fit leads in real time and focus on what matters most – closing more deals. ✅ Custom Scoring Models: Define criteria that match your Ideal Customer Profile (ICP) and create tailored models in minutes. ✅ Real-Time Efficiency: See lead scores directly in your search results and filter out low-fit prospects effortlessly. ✅ Transparency & Clarity: Understand why a lead ranks high or low so you can personalize your outreach with confidence. We’re committed to making prospecting more efficient and helping you drive growth. This new feature puts the power of AI and AdvizorPro’s deep data at your fingertips. Ready to supercharge your lead prioritization and close more deals? Head to Lead Scoring in your account and give it a try today! 🚀 #Prospecting #LeadScoring #AdvizorPro

Last week, our team came together for a meaningful Christmas wrapping session 🎄 🎅 We’re incredibly grateful to have the opportunity to help some families in need by gifting them with presents this holiday season. There’s something so special about giving back and spreading a little joy. Here’s to granting blessings and making the holidays a bit brighter for others. 🌟 Wishing everyone a Happy Holidays! (p.s. look at Cole's wrap job lol. he tried his best) #happyholidays #merrychristmas

ETF Trends Among RIAs (Q3 2024) 📈 Our Q3 ETF report offers a detailed look at ETF trends among RIAs, utilizing 13F data to uncover shifts in popularity and strategic choices. With insights on top-performing funds, issuer growth, and category shifts, this analysis provides a snapshot of evolving RIA preferences and the ETFs gaining momentum. Comment below if you’d like us to send you the full pdf! #ETFTrends #RIAChannel #AdvizorPro

We analyzed crypto ETF holdings of RIAs in Q3, and what we found was very interesting... ETHE (Grayscale Ethereum Trust ETF) grew a staggering 740% among RIAs from Q2 to Q3 2024. What’s driving this explosive growth?  1️⃣ SEC approval made Ethereum more accessible to institutional investors.  2️⃣ Network improvements like the Deneb-Cancun upgrade boosted scalability and investor confidence.  3️⃣ Rising prices and increased adoption across DeFi and Layer-2 solutions.  4️⃣ Growing recognition of Ethereum’s potential as a key asset in diversified portfolios. This incredible growth showcases the increasing role of digital assets in wealth management strategies. (image sourced from etf.com) #Ethereum #DigitalAssets #RIAs #WealthManagement

We’re excited to announce ContactIQ 4.0, our latest algorithm update designed to help you reach MORE financial advisors, family offices, and insurance producers — faster and more accurately than ever before. 🤷♂️ What’s New: Our upgraded algorithm significantly improves contact coverage, especially email addresses, by seamlessly identifying and filling in data gaps. With enhanced machine learning, we’ve fine-tuned our system to deliver more complete and reliable contact information for your prospecting efforts. Our proprietary algorithm excels at contextualizing both structured and unstructured data, drawing from a broad range of public and proprietary sources. What This Means for You: 1️⃣ Sales: Spend less time hunting down contacts and more time getting your products in front of the right advisors. 2️⃣ Marketing: Run more effective campaigns with more contact data, knowing your outreach lists are just as accurate as always but more complete.   This improved coverage is now available across our platform, integrations, and API, so you can immediately benefit from more precise, actionable data to grow your business. Ready to see the difference ContactIQ 4.0 can make? Log in to explore the enhanced data or reach out to your AdvizorPro contact to learn more. #ria #fintech #advizorpro #leadgeneration

Top RIAs Using eMoney See a list of independent RIAs with less than $100B using eMoney Advisor #emoney #ria #fintech

5 of 20 Breakaway Advisors from November Patrick Hitchcock moved Wells Fargo to Moment Partners Candida Weinrick moved from Morgan Stanley to Choreo Brandon Hagerla moved from Wells Fargo to Moment Partners Rex Jones moved from Wells Fargo to IFC Advisors Flavia N. moved from Merrill Lynch to SteelPeak Wealth #breakawayadvisor #ria #financialadvisor