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Infogroup List Services
Find out why The Trust Advisor's 140,000+ email subscribers are the best choice to drive new business in the door.
The Trust Advisor Subscriber List is the hottest email list of most responsive wealth management professionals in the industry. With over 140,000 opt-in subscribers, it gives you direct access to wealth managers, estate planners, and financial advisors interested in practice management aids, investment opportunities, trust service offers, outsourced services and much more. Find new prospects, reengage former customers or perform market research...your opportunities are limitless!
Interesting facts about The Trust Advisor Subscriber List:
  • 78% of subscribers are male 79% are age 45+
  • 46% have clients that feel underprepared for their financial future
  • 72% have clients that own IRA, 401(k), Roth IRA or other retirement plan
  • 52% have clients that invest in mutual funds
  • 50% are interested in asset diversification and alternative investments
  • 82% have authority to make technology purchases
  • Each subscriber has an average client base of 197 clients
  • Each subscriber manages an average of $146 million in client assets
  • Average account value is $2.9 million
For more information on marketing to these highly sought-after wealth management professionals, please contact Kevin Collopy at 402.836.6265 or Kevin.Collopy@infogroup.com.
Contact ITS
Kevin Collopy
Kevin.Collopy@infogroup.com
402.836.6265

1020 E. 1st Street
Papillion, NE 68046
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www.infogrouplistservices.com

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