@Steven Tenney happy to share a demo with you! Additionally, we’ve had a number of Finny users switch over after seeing WealthReach, haven’t come close to losing a deal To them. Cost hasn’t been an objection we’ve had to handle, @Joe Moss , as people believe there’s a lot of value in exchange for the price especially considering our leads are warmer than the ones other companies provide. Maintaining the email structure isn’t cheap and that’s the main thing advisors love to make prospecting easy. We view companies like wealthfeed and Aidentified as complimentary to ours. Comparing them to WealthReach or Finny is comparing apples to oranges

@Jose M Lopes happy to give you a demo!! Just shoot me a DM and we’ll get it scheduled

Thanks for having us on!

Thanks for highlighting WealthReach! This tool will be a game changer for advisors and their prospecting

@Jose M Lopes the data is our secret sauce :)