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Dec 6, 2005 10:28 pm

Does ANYONE out there have a company that they are currently using and that they like???  Thanks.

Dec 6, 2005 11:40 pm


I have tried InfoUSA with little results. Am trying a new one next week from Prestige Leads. They want $310 for 2000 leads based on a 15 mile geographic radius from your location. I have had just as good luck cold calling using our internal reverse directory phone book. I dial about 200+ per day. Not alot of fun but it does work! Good luck!


Dec 7, 2005 3:58 am

Response Mail Express

Dec 7, 2005 8:15 pm

I’ve seen successful business plans that foucs on vertical lists, rather than generic “15 mile radius” lists.

You’ll pay more per name, but you will automatically have something in common with your prospects.

I’d suggest you look for prospects where you have a personal advantage
(ethnic groups, executives from an industry where you have experience,
lifestyle groups, hobbyists) rather than casting a wide net.

For example, I recently placed a broker who owns a vineyard.  He focuses on wine lovers.

Of course, as a Headhunter this isn’t my personal experience.  However, it’s something that I have seen work.

Dec 8, 2005 1:21 am

I just bought a list from Prestige and will start calling on it tonight.  I’ll let y’all know how it goes.

Dec 8, 2005 3:20 pm

I'd agree w/ JCadieux, who describes what many call "niche marketing".  Focus on perhaps three or so niches where you're able to identify some degree of commonality of interest or financial/investment issues.  Our own existing books often lead to identifying those niches.  Maybe we've got 2 or 3 divorcees that we've helped, or a couple retirees from the same company, or some self-employed business people or professionals, etc.  It may just be a similiar industry (architects, farmers, etc.) 

I know a rep who's done well with people who participate in dog shows. He didn't know squat about it, but he had a client who showed their dog.  He starting going to shows (which flattered the client) and he ended up getting introduced to all sorts of other show dog owners, most of whom are pretty affluent.  I know another whose daughter was into riding, which is an expensive hobby.  He decided to volunteer to help w/ the logistics of local riding shows & got to know tons of people.  He even got the owner of the riding academy to allow him to do period financial planning seminars for others who had kids at the academy.

In part, when you're prospecting those niches you can reference those common issues and how you've helped others in similar situations.  It makes that cold call much more personalized, gives the prospect something they can identify with, and perhaps positions you as someone with a "specialty" in dealing with those types of clients. 

Even if it's sometimes more expensive or difficult to develop those niche lists, results should be greater than just calls to a certain net worth segment, zip code, or however a list is filtered.  Actually, if the niches are identified through your existing clients, the lists may be easy & cheap to get.  Ask those clients for referrals of others in their type of business or area of interest, and also ask them about trade groups, etc. they belong to.

Dec 11, 2005 5:44 pm

tell me more menotellname.  Why are you suggesting that list?

I have tons of lists from all different sources that I am affiliated with.  I just like to call strangers sometimes.  Really, you can just go for it and you don't have to worry about bumping in to them at the grocery store.

For me, that is the hardest part of the business.  I ask all of the time and I am not afraid to ask.  When you get turned down by friends and family it hurts.  Strangers?  Who cares.

and the Strangers are richer than my friends and family.

Jan 7, 2006 3:15 am

If you're looking for good lists go to your local library and ask for their copy of the SRDS - Standard Rate and Data Service.  It's a directory of every publicly available mailing list and whom is brokering it.

So if you're into niche' marketing you can find just about any list on the planet there.  Want a list of millionaires who drive lamborghinis, are left handed, have one glass eye and date supermodels - no problem, will be a small list, but you can get it.

Jan 22, 2006 4:26 pm

Dude… how has the list from prestige been. They called me the other
day and were claiming they had somthing like 1500 people in my 3-4 zip
codes who “had 200K + in old 401K and had filled out a survey that they
needed or wanted to roll it over”… any truth to that ?

also have found some bad things about prestiege.

Feb 3, 2006 7:08 pm

About Prestige....NO, their lists are horrible, most have wrong ages, income levels they give are incorrect, one lady I called said they had no money and were living on SS only. But, all the names have been scrubbed against the DNC list. 

Feb 6, 2006 9:35 pm

[quote=valuebroker]Dude... how has the list from prestige been. They called me the other day and were claiming they had somthing like 1500 people in my 3-4 zip codes who "had 200K + in old 401K and had filled out a survey that they needed or wanted to roll it over"... any truth to that ?

also have found some bad things about prestiege.

Don't buy the list!!!!!!!!!!!!!!!!!!!!  Prestige sucks!

Here's what you do:

Call your local title company (the ones that sell title insurance) and ask them for a "farm list" in your county something like the following:
(depending on how your demographics are)

home values => $300,000 (this can vary depending on the median home value in your area of course)

These lists are free and I have gotten the same quality of response or better from them that buying the overpriced "401k rollover" list.

Feb 6, 2006 9:36 pm

Also, I should mention that the list I recieved appeared to be scrubbed for DNC since there was a very low # of DNC #'s

Feb 12, 2006 1:16 am

You may want to check out “Response Card Marketing.”  I used this years back for 401k rollover prospects and had excellent results.  When I first got the list, I scanned the names (I think about 1000 names) and found numerous people who I was currently prospecting for their 401k rollover from a large company. It was kind of freaky that they had many of the same people that were in my pipeline!  With today’s DNC list, I would imagine that this list would be best used for a mailing campaign.

Feb 14, 2006 6:46 pm

The title company just gives you these lists?

Feb 14, 2006 8:48 pm

[quote=maybeeeeeeee]The title company just gives you these lists?[/quote]

Yes, totally free and the one I received was DNC scrubbed.  When you call you have to give the impression that you will send some business their way (which is easy if you offer mortgages). 

Feb 14, 2006 8:49 pm

Depending on how big your area is you should be able to get at least 5000 names if not 20,000 plus, all in excel format.    

Feb 25, 2006 1:38 pm

Anyone here using leads from First National Information Network (FNIN)? I used these in the late 90's with great success.  This company calls thousands of people for investment interest (stocks, LP's, oil & gas, etc) and qualifies them for at least 10k liquid. The newest leads were $15 each with a guarantee.  I generally purchased the old leads (50 cents).  These people got absolutely hammered by calls (5/day) but they were actually great leads.  Would close approx 1 in 8 leads.

Wonder if they still work in the DNC era.

Feb 25, 2006 6:52 pm

I have used FNIN leads in 05', they are good leads. I will buy some more once I get to my new firm. I had to buy $500 worth min. They then would fax or email me the lead as they were generated. It was nice to have 2-3 come in some days. I also live in an area where the leads are minimal. I would imagine in a big metro area it is alot better.

Mar 1, 2006 6:09 am
Anyone know about any of these companies, Broker Services,, Dunhills, cis marketing, or Ws Ponton?
Mar 1, 2006 5:49 pm

Perhaps people have seen this site;

and I would welcome comments on experiences as well.