Careers 2018-02-27T14:22:44+00:00

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Progressive Financial Advisor Subscriber Mailing List

Progressive Financial Advisor serves the professional financial advisor.
SEGMENTSPRICE
255,615   TOTAL UNIVERSE / BASE RATE $135.00/M
255,615   Postal Addresses $135.00/M
165,670   Email Addresses* $375.00/M
  Phone Numbers + $65.00/M
  Display Ad/Digital Advertising + $25.00/M


DESCRIPTION

Formerly Investment Advisor Weekly

 

Published by Progressive Media Group

 

Progressive Financial Advisor saves the professional financial advisor time and money by scouring the news, digesting the most important facts and presenting them in short, easy-to-read articles and producing original articles about how technology can help them manage and grow their practice.

 

These high net worth professionals on the Progressive Financial Advisor Subscriber Mailing List are extremely responsive to offers including banking and financial services, healthcare and benefits, insurance, real estate, transportation and logistics, BPO, computer hardware and software, travel, high ticket gifts, office products and supplies, fundraising, seminars, conferences and training products, industrial safety supplies, retail display systems, time management products, publications, business catalogs, compliance and other business products and services.

 

*Transmission Fee - $95/M
ID NUMBER
NextMark 357260
Manager
UNIVERSE
255,615
LIST TYPE

 Business		 Email List Mailing List Telemarketing List
SOURCE
Opt-in e-mail, Controlled circulation, Direct mail sold, Direct response, Publications
LIST MAINTENANCE
Counts through 11/01/2021
Last update 10/29/2021
Next update 03/18/2022
SELECTS
Business/Industry Type 15.00/M
Employee Size 15.00/M
Firm Type 15.00/M
Gender/Sex 10.00/M
Job Function 15.00/M
License Held 15.00/M
Phone Number 65.00/M
Sales Volume 15.00/M
SCF 10.00/M
State 10.00/M
Zip 10.00/M
GEOGRAPHY
USA
UNIT OF SALE INFORMATION
Unit of sale information is not available
MINIMUM ORDER
Quantity: 5,000
Dollar: $
NET NAME ARRANGEMENTS
Net Name is not allowed.
EXCHANGES
Exchange is not allowed
KEY CODING
Key Coding is not available
ADDRESSING
A/B SPLIT NO CHARGE
A/B Split - Each Additional Split 100.00/F
CD ROM 25.00/F
Email Delivery/FTP 60.00/F
Enhanced Deliverability Report 100.00/F
Good Customer Profile 500.00/F
HTML Creation 650.00/F
Image Hosting 100.00/F
Match and Deploy 500.00/F
Mobile Device View 100.00/F
Personalization NO CHARGE
Pin Coding 350.00/F
Suppression (Min) 150.00/F
Transmission 95.00/M
Web Form Creation 500.00/F
PROFILE    
Employee Size   (15.00/M)
1-25 45,619
26-99 51,460
100-499 12,713
500-999 3,897
1000+ 7,601

Firm Type   (15.00/M)
Wirehouse 53,264
Independent 40,118
Insurance 25,736
Non-Producer Firms 19,988
Bank 7,877
Small,Misc or Other 5,125
IARD 3,334

Job Function   (15.00/M)
Accounting/Finance 122,779
Director/Manager 24,410
Sales/Marketing 18,660
CEO/Owner /Partner 17,023
COO/CFO/Senior Vice President/Vice President 3,778
President 3,563
IT/MIS Management 991
Admin Support 692
Human Resources 483

License Held   (15.00/M)
Registered Representative 155,447
63 - Sell mutual funds and variable annuities across state lines 129,713
65 - Act as an investment advisor 116,251
7 - All types of securities products 118,480
Investment Advisor Representative 107,804
Dually Licensed CRD+IARD 91,779
Life License 89,357
Health License 81,540
Annuity Plus 64,057
Registered Rep CRD Only 63,823
6 - Sell mutual funds and variable annuities 61,403
66 - Equivalent of Series 63 plus Series 65 39,839
24 - Supervise and manage branch activities 24,588
Fee Only IARD Only 13,594
Property Casualty License 12,256

Sales Volume   (15.00/M)
Less than $500,000 7,545
$500,000 to $1 Million 8,600
$1 Million to $2.5 Million 15,748
$2.5 Million to $5 Million 16,334
$5 Million to $10 Million 17,331
$10 Million to $50 Million 28,203
$50 Million to $100 Million 3,396
$100 Million to $500 Million 5,465
$500 Million to $1 Billion 1,100
Over $1 Billion 2,801

Business/Industry Type   (15.00/M)
Brokerage (Financial) 86,419
Insurance 18,917
Banking/Finance 13,411
Services - Business 4,558
Accounting & Accounting Services 2,522
Management Consulting 1,568
Law Firms & Legal Services 1,352
Real Estate 814
Services - Personal 574
Wholesale 453
Commercial Printing 430
Hospitals & Clinics / Doctors Offices 421
Freight / Logistics /Transportation 355
Telephony & Wireless Communications 315
Non-Profit & Professional Orgs. & Assoc. 273
Entertainment 269
Retail 258
Restaurants 211
Commercial & Residential Construction 195
Manufacturing 183
Education 135
Services - Other 301
CONTACTS    
NAME ROLE EMAIL PHONE FAX
Wayne Nagrowski wayne.nagrowski@reachmarketing.com (845) 201-5318
= Primary contact