{"id":2902,"date":"2019-02-27T17:22:40","date_gmt":"2019-02-27T22:22:40","guid":{"rendered":"https:\/\/www.rixtrema.com\/blog\/?p=2902"},"modified":"2020-09-26T11:30:48","modified_gmt":"2020-09-26T16:30:48","slug":"case-study-how-to-identify-high-net-worth-leads-in-your-area","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/case-study-how-to-identify-high-net-worth-leads-in-your-area\/","title":{"rendered":"Case Study: How to Identify High Net Worth Leads in Your Area"},"content":{"rendered":"\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Use Risk Management &amp;amp; Unorthodox Prospecting To Convert Your Prospects\" src=\"https:\/\/player.vimeo.com\/video\/273328255?h=0a486d3cfc&amp;dnt=1&amp;app_id=122963\" width=\"960\" height=\"540\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<h2 style=\"text-align: justify;\"><span style=\"color: #000000;\"><b>The Ask<br \/><br \/><\/b><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400; color: #000000;\">Our client has a broad list of potential prospects available to search from through our <span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/www.rixtrema.com\/blog\/read-about-prospects-of-wealth-2-0-in-the-latest-in-financial-advisor-fintech-for-july-2018\/\" target=\"_blank\" rel=\"noopener noreferrer\">Prospects of Wealth 2.0<\/a> <\/span>database, but they want to be able to narrow down this massive list into a more refined list. For example, they specifically may want to offer their services to prospects with a large amount of savings that are approaching retirement soon.<br \/><br \/><\/span><\/p>\n<h2 style=\"text-align: justify;\"><span style=\"color: #000000;\"><b>The Problem<br \/><br \/><\/b><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400; color: #000000;\">Narrowing down your results from an extremely large database (POW 2.0 has over 4 million leads!), can be a daunting process. How can you begin to refine your list so you can have an easily workable set of leads to go from? If you want to be able to narrow your leads down to those that are soon to be approaching retirement, you\u2019ll need to search by their ages, not to mention only tracking down those with an appropriate amount in assets.<br \/><br \/><\/span><\/p>\n<h2 style=\"text-align: justify;\"><span style=\"color: #000000;\"><b>The Solution<br \/><br \/><\/b><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400; color: #000000;\">In our Prospects of Wealth 2.0, we\u2019ve created a database that can easily be searched by a large variety of different parameters.<\/span><\/p>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #000000;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2903 alignnone\" src=\"https:\/\/www.rixtrema.com\/blog\/wp-content\/uploads\/2019\/02\/Screenshot_5-1.jpg\" alt=\"\" width=\"605\" height=\"393\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/02\/Screenshot_5-1.jpg 605w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/02\/Screenshot_5-1-300x195.jpg 300w\" sizes=\"auto, (max-width: 605px) 100vw, 605px\" \/><\/span><\/p>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400; color: #000000;\">In the screenshot above, you can see a sample of some of the different parameters available. For our purposes, I\u2019ve gone ahead and checked a few to help our client narrow down their list to relevant leads. We are specifically searching for men between the ages of 55 and 65 with an estimated net worth of $500,000 to $1,500,000. Additionally I\u2019m also looking for homeowners and only for leads with ready contact info available including phone numbers and emails. <\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400; color: #000000;\">Using these specific parameters, our client will be able to easily filter down a highly-targeted list of new leads in their area ready for a new prospecting campaign.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #000000;\"><em>Watch a short video to learn more about Prospects of Wealth 2.0 and be sure to <span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/rixtrema.net\/pow\/requestdemo?source=CaseStudyBlog\" target=\"_blank\" rel=\"noopener noreferrer\">request a free demo here<\/a><\/span> or by clicking on the banner below:<\/em><\/span><\/p>\n<div style=\"padding: 56.25% 0px 0px; position: relative; text-align: justify;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/player.vimeo.com\/video\/273328255\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/rixtrema.net\/pow\/requestdemo?source=CaseStudyBlog\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2906 size-full\" src=\"https:\/\/www.rixtrema.com\/blog\/wp-content\/uploads\/2019\/02\/Copy-of-Copy-of-A-NEW-2-IN-1-SUCCESS-TOOL-FOR-FINANCIAL-ADVISORS.png\" alt=\"\" width=\"800\" height=\"418\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/02\/Copy-of-Copy-of-A-NEW-2-IN-1-SUCCESS-TOOL-FOR-FINANCIAL-ADVISORS.png 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/02\/Copy-of-Copy-of-A-NEW-2-IN-1-SUCCESS-TOOL-FOR-FINANCIAL-ADVISORS-300x157.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/02\/Copy-of-Copy-of-A-NEW-2-IN-1-SUCCESS-TOOL-FOR-FINANCIAL-ADVISORS-768x401.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Our client has a broad list of potential prospects available to search from through our Prospects of Wealth 2.0 database, but they want to be able to narrow down this massive list into a more refined list. For example, they specifically may want to offer their services to prospects with a large amount of savings that are approaching retirement soon.<\/p>\n","protected":false},"author":3,"featured_media":2904,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[210,200,179],"tags":[8,193],"class_list":["post-2902","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study","category-prospecting","category-using-larkspur-rixtrema-tools","tag-financial-advisor-prospecting","tag-prospects-of-wealth-2-0"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/02\/7-step-sales-process-header@2x.png","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case Study: How to Identify High Net Worth Leads in Your Area<\/title>\n<meta name=\"description\" content=\"Our client has a broad list of potential prospects available to search from through our Prospects of Wealth 2.0 database, but they want to be able to narrow down this massive list into a more refined list. 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