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Hybrid Financial Advisors in U.S.
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
Marketing to Registered Financial Professionals or Firms
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Pioneering data collection for financial servicessince 1966, in response to industry’s high mobility
About the company
Specialties
Compiling from multiple sources
Cleansing and maintaining
Customizing output and experience
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
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About the author
Author: Duncan Colin Campbell
Direct: 888.844.5695 x 730
Client composition for Direct Marketing
HR & Recruiting Investor Relations
Business Services Event Organizers
Alternative Investment Luxury Products/Services
Research Surveys
pre/post/through financial crisis
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
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The Database
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
And for the record, this represents only a portionof all stockbrokers or financial advisors
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Online. On demand.
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
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... and more. All searchable.
Home/office address/phone, email
Licensing, business activity, title
Experience
Colleagues / location info
Past firms
Custodial firm (if own RIA)
Comprehensive, connected data points
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
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Database & continuous Updatesoptimized for input into your CRM
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
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Output – FINRA ChannelDuncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
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Output – FINRA ChannelDuncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
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Composition
42.9%
37.5%
6.3%
4.5%
3.3% 2.5% 1.6% 1.5%
229K Hybrid Financial Advisors
Wirehouse & Regionals
IBD's & Boutiques
Banks
Discounts
Institutional
Insurance
Independent RIA
Mutual Fund
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com
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Contact: Duncan Colin Campbell
888.844.5695, ext. 730
Now Available
Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com