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. Managing brokers also note that their jobs are so much easier when they have to work with just one system to access contracts, department of real estate compliance documents, and outstanding invoices.


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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.

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.

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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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.

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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

Leverage the Power of Client Testimonials and Reviews

FMG Suite

In our 45-minute webinar, learn how Independent Broker Dealers can leverage the SEC’s newly-updated rule using client testimonials and reviews in your FMG Suite tools, all while staying compliant.

[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

The New SEC Advertising Rule: 5 New Marketing Opportunities for Financial Advisors

FMG Suite

Please note that these changes are not yet approved by FINRA nor by any independent broker dealers. Consult with your broker-dealer before implementing any new marketing strategies.

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. Indeed, most B2B marketers report that leads—with an emphasis on quality leads—are their primary goal. So, let’s review the top prospecting tools and techniques that are working for B2B marketers today. And if you have any that I’ve missed, please chime in.

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.

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.

How technology is streamlining processes in finance and insurance


Finance brokers and lenders can use APIs to offer faster quotes and fast-track loan completions. Simon Taylor, Founder of Get Indemnity (Insurance broker). 30-second summary: Firms use CRMs to monitor all interaction with customers and partners.

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?

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.

What Is Direct-to Consumer (D2C)?


This term describes a business model that has no retailers, brokers or other middlemen between the product or service provider and the consumer. They miss out on the exposure that comes with being in a big store, or being sold by a broker. What is direct-to-consumer (D2C)?

Information without Innovation is Just Data: The Modern Guide to Business Intelligence


Before sales intelligence and data providers were common terms in the B2B space, there were list brokers and lead sellers— the questionable precursors to what companies like ZoomInfo have come to be today. . List brokers used dubious tactics to gather data and offered limited customization. Success is often boiled down to a single phrase, offered up in the form of well-intentioned advice: “It’s all about who you know.”

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.

3 Tips On How To Save Money on Marketing Without Risking Performance

Go Beyond SEO

For instance, real estate agents and mortgage brokers, CPAs and bookkeepers, and SEO consultants and PPC specialists all depend on each other for some aspect of their work. Way, way too often, marketing is a waste of money.

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


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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Televerde Announces Partnership with the UK Ministry of Justice and Expands Its Prison Workforce Development Program Internationally to Her Majesty’s Prison Styal in England


The New Futures Network (NFN) is the specialist part of the UK prison service that brokers partnerships between prisons and employers. New Futures Network is a specialist part of HMPPS, brokering and managing relationships between prisons and employers.

Appraising Real Estate Content Consumption [Analysis]

Marketing Insider Group

Almost 40% of the total content requests were made by Agents or Brokers. By doing this we see that the majority of these professionals are also Agents or Brokers working predominantly in the field of Real Estate (58.9%). Can you remember the last time you worked in your office?

Deliver Targeted Ads to Ideal Prospects with ZoomInfo Data


One expert invited me to examine my own ‘profile’ on the websites of the largest companies that broker advertising data to see for myself. Innovation can be tricky. More often than not, it leads you to new frontiers.

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.

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?

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.

The Power of Strong Networks


She argues that most of us have a natural style of networking: we favor tight social circles, or brokering across varied groups, or having an expansive list of contacts. Greetings – I hope you, your families and friends are staying safe and well!

New Privacy Standards Coming to Apple & Google App Stores


Prohibiting the use or transfer of user data for creditworthiness or any form of lending qualification and to data brokers or other information resellers. App Privacy Requirements Added to the iOS App Store & Mac App Store.

How sellers are extending the corporate brand


Just recently, Merrill Lynch banned cold calling by trainee brokers, instead opting for referral outreach on LinkedIn. . When social media reached the mainstream, marketers were among the first adopters. More than ten years later, it’s sellers who are reshaping how companies view social media.

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.

How We Increased Our Client’s Leads by 751% on Less Than £1K Per Month [Case Study]


Including clear, natural CTAs at the end of each piece was really important, not only to round out the articles, but also to encourage readers to use Fleetcover’s broker service.

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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