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Registered Rep.'s Business Builder is the one-stop toolkit for growing your business pipeline and achieving your career development goals. We’ve scoured the marketplace to form exclusive partnerships with best-of-breed providers and have leveraged our position in the industry to offer many of these services at reduced rates. Whether you’re an independent rep or with a large firm, we can help you fuel your book of business AND your career with an exciting platform of business builder services.

Lead Generation Programs

Get access to an unlimited source of business and consumer prospects

Registered Rep. Business Builder powered by SalesGenie™ has teamed up with the industry’s leading provider of fast, targeted online access to the highest quality sources of business and consumer prospects available. Now we can help you attract, convert and retain new clients with analysis tools that identify prospects that match your best clients.

  • Targeted online access to the highest quality sources of buiness and consumer prospects
  • 7-days free trial
  • Unlimited look-ups
  • 1,000 leads/month
  • Built-in Contact Management Tool to stay organized - or download a file that you can manipulate in your existing CRM program
  • Alerts and Data Updates- emailed to you when data is refreshed and matches your criteria
  • Mobile phone access - make your time away from the office count with on-the-go look-ups
  • Direct Mail Lists
  • Telemarketing Lists
  • Prospect analysis tools - identify best prospects with key criteria - prospects who look like your best clients

Click Here to Learn More

Instructional Webinars

Learn how to identify your best prospects and get better productivity out of your hunt for new clients

Our regularly scheduled Webinar programs help Registered Rep. Business Builder members get the most out of our lead generation programs by:

  • Identifying best prospects using key criteria
  • Finding new prospects that match existing best clients
  • Getting new lead alerts and data updates as they become available
  • Using built-in contact management programs to stay organized
  • Mapping prospect locations to optimize travel time and appointments
  • Accessing leads on the road from mobile phones

Click Here to Learn More

Exclusive Marketing Services

E-mail Deployment

Registered Rep. and Yesmail have teamed together to offer you Registered Rep. Business Builder powered by Yesmail Direct, the right email marketing tool that fits your business needs. Registered Rep. Business Builder powered by Yesmail Direct is a simple, cost effective and interactive application for small business email marketers who want to use email marketing to reach new customers, and build loyalty with existing customers. Find out how Registered Rep. Business Builder powered by Yesmail Direct can help you grow your business today - get online, get a FREE 60-day trial with 500 email credits, and 100 FREE email addresses to market to. *No credit card required for trial sign up. more

Newsletter and Invitation Templates

The Registered Rep. Business Builder library of support services has a collection of newsletter and event invitation templates available to members in easy, downloadable formats.

Career Development Services

Training, licensing, designations, CE and professional development for financial services and insurance professionals

Registered Rep. Business Builder powered by ABTrainingCenter.com

Registered Rep. Business Builder powered by ABTrainingCenter.com is uniquely designed to assist you in finding the training you need to earn a designation or license, or take continuing education and professional development courses. Whether you’re looking to earn your securities license, insurance license, or designations such as Certified Financial Planner (CFP) or already are a stockbroker, financial advisor or insurance agent looking for training or services to improve your practice we can help.

This service offers insurance and financial services training products from organizations such as Kaplan Financial, Keir Educational Resources, The Institute for Financial Markets, The Institute of Business & Finance, The Securities Institute of America, and others. Training formats include in-person seminars, self-study courses, online training, and Webcasts, audio conferences and Podcasts.

Performance Coaching

Registered Rep. contributing editor Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing and developing loyalty with affluent clients. Matt knows what is required to become a "rainmaker" within the world of the affluent, and he has teamed up with Registered Rep. to share expertise in helping financial professionals attract, service, and cultivate loyal affluent clients.

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In This Issue: May 2012

Cover Story

Advisors With HEART

Registered Rep.'s 32nd annual Altruism Awards.


View the full issue

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