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Weathering market swings with sales, top performer, and team data
The market swings from good to bad and sometimes, even sideways. How can asset managers prepare a distribution strategy that will weather market swings? This article shares how a combination of sales, top performer, and advisor team data can help you find opportunities in any market, focus distribution and marketing efforts, and retain and gain A-list clients.SalesPage and AdvisorTarget now deliver advisor intent data
AdvisorTarget continuously captures, profiles, and signals financial advisors’ active buying behaviors based on their daily editorial reading habits on select financial websites like Nasdaq. By bundling their intent data within our Advisor Atlas team data structure you can see searching activity tied accurately to purchase and redemption activity. Provided as a single source that you can input directly to your CRM or data lake, no internal resources are required to bring these multiple, complex sources together. We are excited to partner with AdvisorTarget and to share this news with you! For more details, check out this post.SalesPage and Discovery Data partner to provide enhanced advisor intelligence
Discovery Data is a well-respected partner in the asset management industry with regard to firm and advisor data. By bundling their comprehensive broker dealer (BD), RIA, and advisor profile data within the Advisor Atlas team data structure, asset managers have a more in-depth and complete view of their client database. Leveraging this data within the SalesPage platform ensures lower cost, quicker delivery, and data usability for your sales, marketing, analytics, and business intelligence teams. We are excited to partner with Discovery Data and to share this news with you! For more details, check out this post.![Advisor Atlas teams data positions asset managers to grow in 2021](https://www.salespage.com/wp-content/uploads/2021/01/Graphs_600x400-371x216-c-default.png)
Advisor Atlas teams data positions asset managers to grow in 2021
2020 was a year unlike any other and while obstacles sprung up across the world around every corner, Advisor Atlas aimed to continue to improve the quality, quantity, and utility of our teams data.![SalesPage adds 25-year asset management veteran](https://www.salespage.com/wp-content/uploads/2020/06/Narrow-Copy-of-Welcome-John-Pumphrey_320x200-371x216-c-default.png)
SalesPage adds 25-year asset management veteran
We are excited announce the addition of a new team member—John Pumphrey. John joins SalesPage as the Director of Sales Enablement Solutions to lead the expansion of Advisor Atlas and LumaSuite. John comes to SalesPage after a 25-year career at Eaton Vance. We look forward to leveraging John’s experience to enhance the value of our solutions, guide our product development roadmap, and best serve our clients. For more details, check out this post.![Advisor Atlas team expands to help clients achieve goals](https://www.salespage.com/wp-content/uploads/2020/05/MichaelTarn_videoclip_300x200-371x216-c-default.png)