If You Aren’t Growing…
You’re Falling Behind
Using AI to identify and attract talent so your RIA firm experiences rapid AUM growth
Competition Is Fierce
New advisor recruitment is critical to your growth trajectory and competition for advisors is increasing exponentially.
The winners will be the ones that have a technology edge to proactively identify talent AND speak with them.
RIA Recruitment At Scale
ProspectIQ has a specialized data set of 40K+ advisors, and among them are perfect candidates for your firm. And best yet, our platform knows Which advisors you should call and When, so that they will pick up the phone and speak with you about your firm.
Our platform delivers a Connect Rate with prospects that is 20X the average of traditional outbound calling (at 1%).
Now you can speak to candidates at scale!
Dynasty Financial Partners
Dynasty Financial Partners, a fast-growing RIA network, employed the ProspectIQ platform to schedule 100+ meetings with prospective candidates to join their RIA network.
AI Smarts vs. Dumb Dialing
Sample Performance of 100 Dials
Traditional Dialing
ProspectIQ
Dials
100
100
Connect Rate
1%
20%
Pick Ups
1
20
Appointment Rate
5%
10%
Appointments
.05
2
The Smart Pathway To Growth
The ProspectIQ AI-powered conversion platform not only ensures that you have more conversations with advisors, but it even helps increase your sales executives’ productivity when they reach a candidate. Below are some of the platform’s Superpower Features:
Our data team has compiled a list of over 40K advisors who will answer their phone and speak with you about joining your firm. You can sort this set by location and firm so you can target the right advisors and not waste valuable time.
Our AI-powered platform knows Which advisors to call and When so there is a 20% Connect Rate rather than the 1% that traditional outbound prospecting produces. And as you know, recruitment is a numbers game. The more prospects you speak with, the greater the chance that you will find and attract the right candidate to help move your firm forward.
Not only does our platform know which candidates to call, it helps your sales executives know What to say. Our AI scrubs the web and customizes your standard pitch so that it is super persuasive to the candidate being called. It will even help your sales team handle objections with speed and sophistication, which helps lead to more conversions.
Once you speak with a prospect, our platform helps your sales professionals follow-up and nurture candidates so that if they aren’t ready to leave their current firm now, you’ll be top of mind in the future.
Many firms do not have the resources to make outbound recruitment calls but still want to attract candidates. That’s why we offer an incredibly affordable outsourcing solution.
Let our conversion experts use our platform to reach prospects, pitch your firm and opportunity, and schedule appointments for your sales team.
Smart and Simple Pricing
- AccelerateIQ gives you the power of connections and conversions at scale
- Receive Free Leads and achieve Connect Rates that are 20X the industry average!
- A minimum of 20 conversations per month with your target audience
- No commitment, month to month contract
Individual Contributor
$250
License Fee
Per Month
Enterprise
$500
License Fee
Per Seat, Per Month
Supercharge Advisor Recruitment With ProspectIQ
Sign Up For A Free Trial
See for yourself how AI beats “Dumb Dialing.”
Be sure to complete your target profile information on the sign up form so we can provide you with the appropriate enhanced leads.
NOTE: We currently provide enhanced lead databases for companies/individuals with operations in the U.S. and Canada. European countries are coming soon!
