Case Study: Blueprint Investment Partners Doubles Advisor Engagement with AdvizorPro

Blueprint Investment Partners doubles advisor engagement with AdvizorPro

Blueprint Investment Partners, a financial services firm, struggled to effectively reach independent financial advisors due to inaccurate contact data from previous providers. This led to high email bounce rates and unsubscribes, preventing them from fully leveraging their blog content for engagement. Seeking a solution, they turned to the vendor AdvizorPro for its high-quality advisor database and filtering capabilities.

By implementing AdvizorPro, Blueprint gained access to precise, validated email addresses and powerful tools like keyword and 13F filing searches to target the most relevant advisors. The solution from AdvizorPro resulted in a dramatically lower bounce rate, a significant reduction in unsubscribes, and a near-doubling of email engagement. This precise data directly led to a substantial increase in new advisor partnerships for the firm.

Blueprint Investment Partners