Have ADC handle your lists and mailing needs with experience:
- Mailing and telemarketing prospect lists
- Up-to-date on Wells Fargo scrubbing process with NO CHARGE for records lost to scrub!
- Printing of Compliance-Approved mailpieces
- Mailing campaign management for seminars and workshops
- Complete postal compliance with available USPS discounts
Want to target the elusive wealth market?
Income Producing Assets can you help you identify these highly desirable households that have funds available…
Key prospects for you!
The IPA model analyzes the financial portfolios of nationwide respondents to The Market Audit Survey, the largest syndicated survey database of consumer financial behavior. The Market Audit Survey can actually calculate IPA for Market Audit respondents using the following key variables:
- Checking accounts
- Savings accounts
- IRA/Keogh/401k accounts
- Private pension plan
- Investment securities
- Savings clubs
- Mutual funds
- Certificates of deposit
Contact us today to see how many good prospects we can identify in your market.
“I was talking to another FA who went through training and they said the service you have provided to me is way better than the
vendor he used. He had to reformat etc. So...thank you for making this so easy!.”
— Wells Fargo Advisors