Investment Advisor Financial Planners Business Masterfile
|14,837||Total Universe / Universe Rate||$175.00/M|
Published by ALM Media.
The Investment Advisor Financial Planners Business Masterfile reaches a variety of professionals from independent financial planners and investment advisors with direct purchasing power to accountants who specify and recommend products. These professionals provide advice or sell financial products and services to investment-minded clients. They rely on Investment Advisor magazine and suite of online resources to deliver relevant topics and news on financial planning and business management. They have buying authority and purchase products and services ranging from bookkeeping services to computer hardware.
This list puts you in touch with financial professionals who sell financial and investment products like 401K plans, college tuition plans, trust funds, IRAs, mutual funds, annuities, and life insurance. They prepare short-term and long-term financial plans for clients based on client goals and objectives. Planning includes risk management, investments, retirement planning, tax planning, estate planning, and cash flow management. Advisors and planners in this database read ALM Media publications for articles and commentaries on financial market trends, client relations, marketing, wealth management, domestic and overseas investing, financial reform, and tax laws.
Professionals on this list are responsible for analyzing, educating, and offering clients investment and insurance products that preserve and growth wealth. They are in need of products for daily business operation including computer equipment, software, electronics, mobile devices, office supplies, telecommunication systems, and business apparel. They also buy equipment and supplies like business transportation, travel supplies, folders, briefcases, brochures, audio/video equipment, white boards, promotional products, and charts.
These professionals are receptive to marketing offers from retailers, financial institutions, insurance providers, direct mail and email marketers, industry trade publications, tradeshow and event coordinators, and continuing education providers.