Financial Advisors Quick List

Young and Wealthy

Target young and wealthy homeowners who may be interested in finding a financial advisor. (Be sure to adjust the default criteria based on your knowledge of  the area.)

You can edit these criteria by clicking on them in the criteria field after you add them. To use this quick list you will also need to add location criteria.

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Current Young and Wealthy record counts by state

115,601

in California

3,443

in Oregon

1,279

in Arizona

14,786

in Washington

1,869

in Nevada

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In-Person

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Ring up sales with 40+ million numbers
Reach out personally with email InVites
100+ million social links to connect online
Fast routes, drive for dollars, door knock