As a Wholesaler, your business is built around relationships with Financial Advisors. You’re responsible for building and managing an advisor territory, staying connected with existing relationships, and finding new advisors who could become valuable partners.
With a large and constantly changing advisor market, success depends on knowing your territory, understanding your relationships, and consistently finding new opportunities.
The Challenge
Managing a large advisor territory can make it difficult to know where to focus.
You may have strong relationships with some advisors while having limited visibility into others. New advisors enter the market, advisors change firms, practices evolve, and opportunities can emerge without you knowing about them.
Traditional tools can help you manage the relationships you already know, but they don’t always help you discover the advisors you haven’t connected with yet.
The Approach
Capfluence gives you access to one of the largest databases of Financial Advisors, giving you a single place to manage existing advisor relationships and discover new ones.
Search across the advisor market to find the people who fit your target profile, build lists of advisors to engage, and keep track of the relationships you’re developing.
With integrations into email and calendar, Capfluence can also connect your advisor relationships with the activity already happening in your day to day workflow.
Use Capfluence to understand your advisor network, identify new advisors to target, and build a more systematic approach to territory growth.
The Capfluence Academy can also help you continuously develop your skills across prospecting, relationship building, communication, and sales.
The Outcome
Build a more complete view of your advisor market and turn it into a stronger pipeline of relationships.
Access a large advisor database
Search and discover Financial Advisors across the market from one platform.
Manage existing relationships
Keep track of the advisors you already know and understand your relationship activity.
Find new advisors
Identify advisors who fit your target profile and expand your network beyond your existing relationships.
Build targeted lists
Organize advisors based on the characteristics, firms, markets, or opportunities that matter to you.
Know where to focus
Use relationship and advisor information to prioritize who to engage and when.
Grow your territory
Create a consistent process for expanding your advisor network and developing new relationships.
Case Studies
