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WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
CASE STUDY
PROSPECT INTELLIGENCE AND AUDIENCE DEVELOPMENT FOR FINA...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1stGlobalprovides greaterthan 400CPAfirmsacrossthe
UnitedStateswit...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1stGlobalisaDallas-based
researchandconsultingfirm
helpingCertifie...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1stGlobalhelpstheir
firms:
⟩ Generateawarenessofkey
wealthindicato...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1stGlobalprovidestimely
resultswiththefollowing
WEsolutions:
⟩ FW8...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Wealthisn’talways
obvious. 1stGlobaluses
WEtohelptheirclients
iden...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
REGULATION S-P
COMPLIANCE
RegulationS-P
complianceismandatory.
WEw...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Beforepartneringwith
WealthEngine,direct
marketing campaigns
typic...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1st Global is one of many financial
services providers who depend ...
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WealthEngine's 1st Global Case Study

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Learn how 1st Global, a Dallas-based research and consulting firm, uses WE's solutions to help CPA firms drive wealth management business.

Published in: Data & Analytics
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WealthEngine's 1st Global Case Study

  1. 1. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 CASE STUDY PROSPECT INTELLIGENCE AND AUDIENCE DEVELOPMENT FOR FINANCIAL ADVISOR CLIENTS Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.
  2. 2. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 1stGlobalprovides greaterthan 400CPAfirmsacrossthe UnitedStateswiththetoolsandresourcesneededtooffer wealthmanagementservices. WEhelpstakeoutthe guesswork. As a trusted advisor, your clients expect results. WE helps you deliver them.
  3. 3. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 1stGlobalisaDallas-based researchandconsultingfirm helpingCertifiedPublic Accountants,estateplanning attorneys,andfinancialadvisors providewealthmanagement servicestotheirfirm’sclients.
  4. 4. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 1stGlobalhelpstheir firms: ⟩ Generateawarenessofkey wealthindicators ⟩ Markettoexistingtaxclientsto deepenclientrelationshipswith wealthmanagement ⟩ Introducethemselvesto potentialnewclients ⟩ Segmentclientlistsforcross- sellingopportunities - JUSTIN LIGGITT, DIRECTOR OF CREATIVE SERVICES & BRANDING 1ST GLOBAL UsingWealthEngine, we’vecreateda prospecting program todirect disciplined marketingcampaigns onbehalfofour affiliatedfirms. YOURCLIENTSAREN’T LOOKINGFORYOUTO TAKEORDERS. THEY’RE LOOKINGTO YOUTOTAKETHELEAD.
  5. 5. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 1stGlobalprovidestimely resultswiththefollowing WEsolutions: ⟩ FW8withWEProspectto createtargetedprospectinglists foraffiliatedfirms ⟩ BatchExpresstodemonstrate customizedresearchresultsfor clientstrategies YOURLEADLISTISLONG ANDYOURTIMEIS SHORT. OPTIMIZETO CAPTUREMOREHOURS INTHEDAY.
  6. 6. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Wealthisn’talways obvious. 1stGlobaluses WEtohelptheirclients identifylatentwealththat competitorsaremissing whenexecutingdirect mailcampaigns. SOMETIMESIT’SHARD TOTELLWHICH NEIGHBORISTHE “MILLIONAIRENEXT DOOR”. - KRISTINA MANSER, MARKETING & BRAND CONSULTANT 1ST GLOBAL WealthEngine allows us to go beyond surface-level assumptions on wealth. We don't have to guess people's wealth based on the neighborhoods they live in or the cars they drive -- we let the numbers show us who to target.
  7. 7. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 REGULATION S-P COMPLIANCE RegulationS-P complianceismandatory. WEworkswith1stGlobal toensureanalysisand datagatheringcomplies byneverhandling sensitivedataonbehalf ofclients. Thistakesthe strainoffthefirmsso theycanfocuson customeracquisitionand management. COMPLIANCEISNOT OPTIONAL. CUSTOMER ACQUISITION 1ST GLOBAL
  8. 8. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Beforepartneringwith WealthEngine,direct marketing campaigns typically only realized a 2-5% response rate. Now?With 1st Global's strategies and WE's wealth intelligence platform, response rates have increased up to 7- 10%. what would your revenue look like with that kind of impact? WEDOESN’TSIMPLY BUILDLISTS. WE PROVIDES PREDICTIVE WEALTHINSIGHTSFORA HIGHERRESPONSERATE. DIRECT MARKETING RESPONSE RATE 2-5%BEFORE AFTER 7-10%
  9. 9. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 1st Global is one of many financial services providers who depend on WealthEngine to find, engage, and reach the world’s wealthiest customers. Are you ready to reach yours? 4330 East West Highway Bethesda, MD 20814 800.933.4446 info@wealthengine.com www.wealthengine.com

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