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asset managers utilize data to prospect for new advisors

asset management, intermediary sales strategy, advisor prospecting, sales enablement, CRM Strategy

Why Most Asset Managers Get Poor ROI from Advisor Prospecting Data

Manny Favetta

Jun 16, 2026 1:44:00 PM

You've got a subscription to FinTrx or RIA Database. Your ETF distribution partners at Morgan Stanle...

Small asset management firm sales director reviewing distribution data dashboard to prioritize wholesaler strategy

asset management, gross sales, etf flows, distribution technology ROI, AUM growth strategy, sales data activation, Broadridge analytics, wholesaler productivity, intermediary sales strategy, small asset manager growth, asset management distribution, overwhelm

Don't Be Overwhelmed by Too Much Data

Manny Favetta

Jun 2, 2026 1:15:00 PM

You log into your CRM and there are thousands of advisor records. Your data provider is pushing aler...

head of sales at small asset manager reviewing distribution data dashboard

asset management, gross sales, etf flows, distribution technology ROI, AUM growth strategy, sales data activation, Broadridge analytics, wholesaler productivity, intermediary sales strategy, small asset manager growth, asset management distribution

Make the Most of the Data You're Paying For

Manny Favetta

May 26, 2026 3:14:33 PM

You approved the budget. You signed the contracts. Your firm is paying for Broadridge, Salesforce, F...

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