To get the best prospecting data, use a broker


It deserves attention—and support of an independent partner, namely a data broker. In the data world, brokers represent the interests of the marketer and develop a deep knowledge of the lists and data available from many sources. Here is a seven-step process for finding and working with a data broker who will get you the best data for prospecting campaigns. Find a data broker with experience in your target audience category.

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5 Best CRM Software for Real Estate Agents and Brokers

Outbound Engine

There is a lot to consider when choosing the best CRM software for real estate agents and brokers. To help you narrow down the search, we’ve compiled this list of the best CRM software for real estate agents and brokers that have these features and more.

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Credit Card Affiliate Program | Credit Card Broker Affiliate Marketing Network

Join the Best Credit Card Affiliate Program at [link] - With our affiliate network, you can start marketing credit card offers, merchant accounts, loans, credit reports, and more.

Vermont Data Broker Regulation: What You Need to Know


A new law in Vermont that went into effect this month will impose strict standards on how data brokers use and secure consumer data. Email Marketing Email Intelligence

6 Awesome Time-Saving Apps for Busy Mortgage Brokers

Outbound Engine

For mortgage brokers, meeting with clients, prequalifying prospective buyers, reviewing financing options and more take up a lot of time. We’ve narrowed down the field to a handful of time-saving apps to help busy mortgage brokers be more productive both on the job and in your time away from the office. It helps busy mortgage brokers save time and keep their names top of mind with their networks.

How Much Is Your Personal Information Worth? An Inside Look at the Data Broker Industry [Infographic]


Ever heard of data brokers? Curious about how you look to these data brokers? </strong><br /><br /><a href=''[link] src=''[link] alt=''Declassified: Bringing Data Broker Secrets Out of the Shadows'' width=''600px'' border=''0'' /></a></p> marketing data Did you ever stop to think about how much of your personal information is out there on the web?

Why haven’t you secured a ton of domain names?


Online Reputation Online Reputation Management Reputation Management DomainName For Sale or Auction General Brokers Go Daddy Google Mass Sellers Name Search Uniform Resource LocatorIf you’re interested in protecting and controlling your own online reputation, one of the easiest things in the world you can do is register as many domain names as are available and try to back-order all the rest.

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The 15 Best Financial Advisor Websites

FMG Suite

One of our favorite aspects of working with our financial advisors and broker-dealers is the reveal of each new website. […]. General Marketing Success Stories best financial advisor websites

[Case Study] SEO Success For Shisha Australia

Pearl Digital Marketing

While most of our SEO clients tend to be professional advisers (accountants, financial planners, lawyers, mortgage brokers etc.) we do help other businesses from time-to-time. One of these businesses is Shisha Australia. SEO Case Study How To Improve SEO

How to find your best B2B prospects


Partner with a reliable data broker. A broker can introduce you to the most productive prospecting data sources and lists. Lead generation is a major preoccupation of the typical B2B marketing department.

Regulation Best Interest Update

FMG Suite

This webinar features compliance officers from various broker-dealers, including Nils Ericson, Chief Compliance Officer at Calton and Associates, and Mike Pedlow, Chief Compliance Officer at Kestra Financial.

Your Guide to Choosing a B2B Data Provider


Type #2: Brokers & Resellers of B2B Data. Brokers and resellers will typically purchase their data from one or multiple originators, then resell it to their customers. Useful Tools: Many brokers and resellers offer value-added services for clients. Niche Markets: Many times, brokers and resellers will focus on niche markets. Distance: A major disadvantage of working with data brokers and resellers is their lack of familiarity with the data.

Arvinder Ludhiarich


Prior to that he worked in Retail Insurance, where he built and launched the first Online Insurance Aggregator – Broker Sales model in LATAM. Arvind brings over 25 years of experience in B2B and B2C commercial and operational roles across various industries. Most recently, Arvind was the Chief Commercial Officer at, one of the most used sources of online industry business information in Latin America.

We’ve Got the California Consumer Privacy Act (CCPA) Covered

FMG Suite

If you get this request, contact your broker dealer and follow their normal protocols. Again, if you get this request, you will want to contact your broker dealer and follow their established protocols. . We recommend you contact your broker dealer for additional guidance.

The Power of Personal Marketing for Financial Advisors

FMG Suite

While broker-dealers may initially be hesitant to redirect marketing focus to their individual financial advisors, there is a strong incentive for both parties. While it is easy to see how an advisor benefits by having a marketing persona that focuses on them specifically, broker-dealers should also recognize the value of leveraging socially viable advisor personas in their own marketing plan. Each new entry to their mailing list, elongates the broker-dealers reach.

Lead Generation: 2 simple tips to determine cost per lead

B2B Lead Generation

This can get tricky, but let’s consider, for example, that you can buy a list of 2,000 leads from a broker for $20. Tweet Getting to the heart of lead cost is not easy. There are a multitude of factors to consider. For example, should you factor in nurturing into the costs? Even then, how much?

Are Healthcare Companies Successful Driving Awareness in the Dawn of Healthcare Reform? [CHART]

Modern Marketing

It certainly looks like the health plans went on the offensive to enroll new brokers and members, and to increase share of voice in response to the disruption in the healthcare market. by Peter Rojas | Tweet this After all the mixed news about and healthcare reform, we sought to find out how different healthcare industry marketers performed in the dawn of the Affordable Care Act. Did healthcare marketers increase their marketing activities?

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Zero Party Data: What It Is and Why You Need It


Third Party Data – collected from various sources and provided to you by a broker who may not have had any direct interactions with consumers.

Real Estate: Risks and Opportunities Associated with it 

Altitude Branding

Brokers can use technology to enhance selling experiences like virtual tours, personalized recommendations, and tracking. Brokers have many opportunities to earn good money, hence promoting employment. Real estate industry is a huge business today and making billions of dollars in revenue. The industry has also enabled thousands of entrepreneurs to earn massive profit in their startups.

How This Firm Uses Events + Digital Marketing To Grow

FMG Suite

When Rethink Wealth’s Broker-Dealer Guardian selected FMG Suite as a preferred website and marketing solutions vendor, Elise was thrilled to find an option that would eliminate that back-and-forth with compliance, and keep all their marketing tools in one dashboard. Download PDF.

Regulation Best Interest (Reg BI) and FMG Suite

FMG Suite

Broker-dealers and investment advisors must comply with the SEC’s Regulation Best Interest (Reg BI) by June 30. It’s “Go Time” for Most B/Ds and Investment Advisors with Reg BI.

Six benefits of cloud technology: The future for retailers


With the cloud, you will have better information regarding your inventory management, documents from your suppliers or carriers, the status of your logistics providers and brokers, etc.

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Lead Generation: Does your teleprospecting deliver value to prospects?

B2B Lead Generation

lift over Treatment A and in attaining broker information from the decision-maker at an 88% level of confidence. Tweet Lead generation teleprospecting is the art of acquiring sales-ready leads for a sales staff. When it comes to communicating an organization’s value and credibility, asking the right questions and relieving any anxiety is key to a campaign’s success. Consequently, wouldn’t it make sense to test and optimize this process?

Rethink Podcast #9 – 6 Entrepreneurship Lessons from a Portland Realtor


And she began selling ads to mortgage brokers, home inspectors, plumbers, contractors and so forth. Hicks realized these journals could be custom branded and given away by real estate agents and mortgage brokers to customers. “My If you ask Portland Realtor Tracey Hicks about her five-year goal, she’d say something along the lines of picturing herself on a beach somewhere, enjoying an adult beverage, and monitoring her business from her smartphone. Hicks is hard to label.

How We Boosted Conversions 4x by Revolutionizing the Form


This journey began back when my company in the forex broker comparison niche, BrokerNotes didn’t have a huge amount of organic traffic to boast. Combine that with the fact we’re operating within a very competitive niche (the term “ forex brokers ” is £40 per click in Google AdWords), and you’d probably understand why it was so important for us to make sure the basics were spot-on before pouring more money into acquisition.

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Wisdom on the Future of Advertising

Paul Gillin

In a world awash with choice, trusted intermediaries will be the most important brokers of influence. Max Kalehoff is one smart cookie, and this post about the future of advertising hits the nail on the head. Some of his conclusions are obvious (Social Media Marketing Will Cease To Exist) but others require a leap of faith (Legal & Privacy Issues, As We Debate Them Today, Will Go Away). I agree with every single one of his 11 conclusions, however.

9 Reasons Marketers Need a Data Management Platform

Modern Marketing

Data that is brokered between two organizations, for instance, brands (like say a car manufacturer and a retailer) that might want to share list data for enhanced targeting or co-op opportunities. Big data. Bigger data. Data this and data that. As you are reading this terabytes of data are literally being generated by people all over the world. As to what the marketers of the world will do with all this data is the issue at hand. The key is to use the right data.

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Versium Named in Eastside’s List of 50 Fastest-Growing Private Companies


Companies specializing in real estate and construction — including architecture firms, real estate brokers and more — reported more revenue than any other industry, but slower growth. The 50 Eastside companies ranked on the List reported collective revenue of $2.34 billion in 2017, an increase of 53 percent over the companies’ combined 2015 revenue.

Versium Named in Eastside’s List of 50 Fastest-Growing Private Companies


Companies specializing in real estate and construction — including architecture firms, real estate brokers and more — reported more revenue than any other industry, but slower growth. The 50 Eastside companies ranked on the List reported collective revenue of $2.34 billion in 2017, an increase of 53 percent over the companies’ combined 2015 revenue.

4 New Marketing Fundamentals Impacting the B2B SEO Professional

KoMarketing Associates

Agents Broker Brand Relationships. Agents Broker Brand Relationships. In Forrester Senior Analyst Anthony Mullen’s new report, “ Emerging Touchpoints Require A Marketing Mind Shift “, he identifies four fundamentals marketers must realize, in order to succeed in today’s technology and information-rich environment. His article in Advertising Age discusses these fundamentals, which are: Design is the New Marketing. Value is the Currency.

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FMG Suite

My broker-dealer, Cambridge Investment Research, recommended FMG Suite, as well as a few other options. Because you can’t control what a visitor might say in a comment, broker-dealers typically require you to disable the reader’s ability to leave a comment. Your broker-dealer may require you to use disclosures on your blog or other marketing platforms just as you do on your website. Don’t forget that different broker-dealers have different rules for what’s permitted.

What Does Twitter Success Look Like?

Marketing Insider Group

Just make sure your followers align to your goal and are not purchased from a Twitter follower broker in Russia! What do you need to achieve Twitter success? Is Twitter a means to an end or is it the end goal? Do you need 100,000 Twitter followers to be successful? Do you need to have engaging content to be a winner on Twitter? Or, do you need to increase your social and personal brand currency to help you reach your bigger goals?

Third Party Data Is Not Dead Yet

Customer Experience Matrix

The culprit was to be the EU’s General Data Protection Regulation, which would cut off the flow of personal data to third party brokers and, even more devastatingly, prevent marketers from buying third party data for fear it wasn’t legitimately sourced. Third party data is not dead yet.

Blog Post Template

Outbound Engine

Those homeowners will be looking for brokers who can act as guides to an unfamiliar landscape, and they’ll need confidence that their broker is an expert at what they do. Those homeowners will be looking for brokers who can act as guides to an unfamiliar landscape, and they’ll need confidence that their broker is an expert at what they do. There’s no shortage of breaking news right now.

Integrating Awareness and Demand Generation Marketing


Having brokered a deal, we were prepared to take or collaborative solution to the executive. When we presented the brokered deal to the executive, we did have some trouble selling it. Photo credit: Wikipedia. Last month, I explained how I help executives descend a common learning curve, to get them to buy into outside-in marketing. Most executives from traditional marketing backgrounds build branding campaigns and drive eyeballs to them through advertising.

Appointment Setting: Did I Succumb to a Scam?

Smashmouth Marketing

I back-tracked the source and found a company specializing in appointments for janitorial services, credit repair and life insurance brokers. In the collection of appointment setting techniques I've seen before, I've never seen the one that I fell victim to this week.

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3 Ways Insurance Marketers Can Benefit from Marketing Automation

Modern Marketing

Insurance carriers depend heavily upon complex distribution channels of agents and brokers to maintain and grow their business. by Eloqua | Tweet this The marketing ecosystem has changed for insurance marketers, as a result of healthcare reform and economic changes. Marketers understand the need to deliver on the promise of value and relevance, by providing personalized content to a variety of different audience segments.