New York, Chicago, Milwaukee, and Detroit
Full Stack Solution
Increase AUM in the ETFs by selling directly to financial advisors. Gain broader distribution by adding accessibility through National Accounts Platforms
Proactively solicit clients’ offerings to RIAs and financial advisors at approved broker-dealers and platforms.
Generate brand and product awareness in the intermediary channel through direct emails, phone calls, meetings and webinars.
Maintain relationships with advisors to cross-sell new offerings and increase product retention.
Tidal uses leads generated from marketing activities and advisor engagement to implement proprietary scoring methodology and prioritize outreach.
Tidal’s hybrid wholesaling efforts leverage technology and data to move prospects down the funnel quickly and efficiently by focusing on financial advisors who are highly engaged.
Customized follow-up campaigns and consistent, high-quality contact help convert prospects to allocators and advocates.