a $12,000+ hack for the scrappy among us

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Happy Saturday!

When you’re paying for software, good UI is important; but when its free… maybe less so.

Enter ADVDB.co which I recently discovered:

Compared to its counterparts FINTRX, AdvizorPro, Discovery Data… which start around $12k/yr.

It definitely doesn’t have all the bells and whistles, but you can produce and download a list of RIAs that meet your parameters, and that’s worth something.

So how do you find the people that work at those RIAs?

Enter Clay.com

You can upload that list to Clay and then use their enrichment feature “Find Contacts at Company” using the domain column or the LinkedIn company page column.

And produce a list of people at those companies. But you do have to pay for the credits.

You can also find job listings at those companies, or from a list of people—track when they change jobs. And many other enrichments…

I like the waterfall enrichments where it combines data from multiple enrichment sources to get the most accurate answer:

And then you can have it validate those emails using many different providers like Zero Bounce, NeverBounce, DeBounce, etc.

For the advisors among us, you can use a similar technique to find your niche market, or recruit from your competitors, or do fee schedule research…

From the prospecting tools for advisors to the prospecting tools to advisors… big data is everywhere:

fintech.kitces.com

And then with that flurry of emails you may be sending and receiving, look no further than Superhuman - the fastest email delete-er anywhere:

But alas, there’s more to life than tech and data.

Enjoy your weekend!

Joe

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