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Advisor Signals
Get signals when a wealth advisor is likely to move to another firm.
Powered by AI and Machine Learning Model
Get Signals
Get Signals
We are bringing the power of AI and Machine Learning to Wealth Management firms. Advisor Signals is a cutting-edge technology tool. Tool gives you the signals when a wealth advisor is very likely to switch to another firm. It helps you quickly connect with wealth advisors so you can open up the conversation with them promptly. Based on our research, wealth management firms have seen higher recruiting success ratio when they are in touch with advisors in a timely manner.
We are bringing the power of AI and Machine Learning to Wealth Management firms. Advisor Signals is a cutting-edge technology tool. Tool gives you the signals when a wealth advisor is very likely to switch to another firm. It helps you quickly connect with wealth advisors so you can open up the conversation with them promptly. Based on our research, wealth management firms have seen higher recruiting success ratio when they are in touch with advisors in a timely manner.
Wealth Advisor
Firm
Channel
Location
Score/Ranking
John Smith
Wealth Firm
Wirehouse
San Francisco, CA
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John Smith
Wealth Firm
RIA
Palm Beach, FL
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John Smith
Wealth Firm
Bank
Boston, MA
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John Smith
Wealth Firm
Wirehouse
Palo Alto, CA
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John Smith
Wealth Firm
Wirehouse
New York, NY
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Are You Recruiting Wealth Advisors?
Are You Recruiting Wealth Advisors?
Do not just recruit the advisors but build relationship with them. Brining innovation to wealth management firms. We have built cutting edge tool by leveraging the power of AI and Machine Learning models. Over 500,000 wealth advisors are tracked with 100+ data points. Our tool is trusted by over 240+ wealth leaders at leading wealth management firms.
Do not just recruit the advisors but build relationship with them. Brining innovation to wealth management firms. We have built cutting edge tool by leveraging the power of AI and Machine Learning models. Over 500,000 wealth advisors are tracked with 100+ data points. Our tool is trusted by over 240+ wealth leaders at leading wealth management firms.
How It Works
How It Works
Our propriety tool maintains the score/ranking for 500,000 Wealth Advisors. Score is changed when AI Model has identified a material event for advisors. Based on the identified signals, score is adjusted accordingly. If the score is moved above 7 points, advisor is very likely to switch to another firm. Advisor Signal enables you to open up the conversation with advisors.
Our propriety tool maintains the score/ranking for 500,000 Wealth Advisors. Score is changed when AI Model has identified a material event for advisors. Based on the identified signals, score is adjusted accordingly. If the score is moved above 7 points, advisor is very likely to switch to another firm. Advisor Signal enables you to open up the conversation with advisors.
Scoring/Ranking Model Definition
John Smith
CRD #: 123456
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Location: San Francisco, CA
Firm: Wealth Management Firm
Channel: Wirehouse
Years of Experience at Current Firm: 15
Years of Experience: 20
Likely to Move: Yes
Score: 82
Signal: Advisor AUM is increased to $100M
Phone: 888-123-4567
Email: johnsmith@abc.com
ππππππππππΒ |Β 10 -Β Very Likely | Advisor is very likely to move
πππππππππΒ Β Β Β Β | Β 09 -Β Very Likely | Advisor is very likely to move
ππππππππ Β Β Β Β Β Β | Β 08 -Β Likely | Advisor is likely to move
πππππππ Β Β Β Β Β Β Β Β Β | Β 07 -Β Likely | Advisor is likely to move
ππππππΒ Β Β Β Β Β Β Β Β Β Β Β Β |Β Β 06 -Β Somewhat Likely | Advisor can be engaged for the passive conversation
πππππΒ Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β | Β 05 -Β Somewhat Likely | Advisor can be engaged for the passive conversation
ππππΒ Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β | Β 04 -Β Unlikely | Advisor is unlikely to move and not considering any conversation
Get Started
Get Started
Our tool is very intuitive and users friendly. Our process is simplified for your success.
Our tool is very intuitive and users friendly. Our process is simplified for your success.
1 Sign Up
1 Sign Up
Sign up for Free. Receive 10 alerts at no cost
2 Receive Signals
2 Receive Signals
Receive alerts via email or in supported tools
3 Advisor Outreach
3 Advisor Outreach
Outreach to advisor via email or phone
Supported Tools and Platforms
Supported Tools and Platforms
Redtail
Salesforce
Wealthbox
Slack
Airtable
HubSpot
Advisor Signals
Advisor Signals
Built for Wealth Management Firms by Wealth Management Technology Experts
San Francisco, Boston, West Palm Beach, New York
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