Team works in separate lists when you sell to financial advisers
Does your colleague know you already called that company? Here is how people who sell to financial advisers fix it.
Does your colleague know you already called that company?
Each person on the team keeps a private list or sheet. Nobody sees the full picture of who was contacted and what they said.
It hits harder when you sell to financial advisers. Financial advice firms are mostly small practices with a few advisers and paraplanners, sometimes part of a larger network. They are regulated, cautious buyers who choose tools and partners that support client trust and compliance.
Two people approach the same company and prospects notice. Knowledge walks out the door when someone leaves.
One shared database, unlimited users.
Riftjaw gives the team one shared lead database with unlimited users on an account. Everyone sees the same statuses, notes and mail history. The activities feed shows what happened recently.
- Fields that fit financial advisers, such as advisers
- Email prefixes that fit, like info@, enquiries@, advice@ and office@
- Status, tags and a segment on every record
The fix, step by step
- Bring the lists together. Import each team member's list into the shared database.
- Invite the team. Add colleagues to the account at no extra cost per user.
- Work from one status. Update statuses and notes so everyone sees the latest step.
Other walls when prospecting financial advisers
Adviser registers include many individuals at the same firm.
Use the firm website as the key field so one firm is one record, with advisers in notes or fields.
Advisers want to know how their data is handled.
Each account runs on its own private server, and you can export or delete a record on request.
Replies trickle in weeks later.
Contact history keeps every mail, so you pick up the thread without searching an inbox.
Fields worth recording for financial advisers
Any column in your import can become a field. These are the ones worth keeping for financial advisers.
| Field | Why it helps |
|---|---|
| Company name | The key field. Duplicates are checked on it or on the website. |
| Website | Needed to derive an email when the export has none. |
| Advisers | The number of advisers shows firm size. |
| Client type | Retirement, business owners or families each need a different angle. |
| Network | Restricted or independent status changes who decides. |
| Planning software | Their current system matters for any software offer. |
| Qualification | Chartered or certified status can hint at firm focus. |
Questions people ask
Yes, if you collect it yourself as a CSV or Excel file. Riftjaw maps the columns and flags duplicates, but it does not crawl the register for you.
Mark the contact as unsubscribed. It goes into the opt-out register and is skipped by every future campaign.
If your file has an email column, that wins. If it only has websites, tick the prefixes you want, such as info@, enquiries@, advice@ and office@, and Riftjaw derives addresses from each domain. Derived addresses are good guesses, not verified, so start with small batches.
Yes. The Free plan runs the whole pipeline on one list with small campaigns, and you do not need a credit card. Move to Pro when you want more lists, segments and bigger campaigns.
Build the list in a city
Financial Advisers in WashingtonDistrict of Columbia, United StatesFinancial Advisers in MelbourneVictoria, Australia
Financial Advisers in DublinCounty Dublin, Ireland
Financial Advisers in CardiffSouth Glamorgan, United Kingdom
Financial Advisers in MontrealQuebec, Canada
Financial Advisers in AtlantaGeorgia, United StatesBuild a database you own
Create your account, import your first list and see it turn into records you can work.
No credit card · cancel any time · your data stays yours