The Financial Planning and Advisors Business Professionals Email list reaches independent financial planners, registered investment advisors (RIA's), consultants, and independent broker-dealer affiliated advisors. They recommend, purchase, and trade investments for affluent clients with portfolios averaging $1.4 million per account. They work in institutions like banks, securities firms, brokerage houses, private practice, insurance firms, and investment houses. This audience has the purchasing power to buy products ranging from financial software to upscale office furnishings to grow the financial wealth of clients.

 

Financial planners and advisors in this list provide investment advice that acts in the best interest of their clients. Advisors are highly educated with RIAs being required to register with the Security and Exchange Commission (SEC). They recommend investments like mutual funds, precious metals, bonds, stocks, CDs, annuities, REITS, and more. They provide clients with wealth accumulation strategies and strive to maximize returns and reduce volatility from market swings. They watch the NASDAQ and Dow Jones on Wall Street so they know when to buy, sell or trade stocks and commodities. To grow their business, they perform market research and analytics, recruit and retain clients, assess client needs like retirement goals, monitor accounts and identify new opportunities. With this list, marketers can reach finance and investment professionals looking for professional development, business opportunities, and investment instruments.

 

Products Purchased: Financial magazines, business attire, office furnishings, electronics, computers, financial software, marketing supplies, AV equipment, business forms/contracts, mobile devices, telecommunication systems, corporate gifts, business travel accessories, conference room supplies, lead generation, and office supplies.

 

List Purchasers: Publishers, business apparel providers, IT providers, brokerage houses, event coordinators, meeting planners, data archival services, web designers, software and computer providers, tax preparers, insurance providers, recruiters, financial institutions, legal advisors, brokerage houses, and credit card issuers.