NAFA Intel Engine  - Advisor Edition and Advisor / Firm Finder


Access both Intel Engines to Grow Your Business and Provide Practice Management Value to Your Advisors

  • Find new and get detailed information on firms and advisors

  • Discover Firm Sales Triggers 

  • Quickly locate Money in Motion activities

  • Prepare for meetings in minutes and ensure relevancy

  • Access powerful advanced People Search features

  • Locate home information and wealth within a community

  • Get details about prospects and what they care about

  • Research the latest news to ensure relevancy

  • Find target organizations and key decision makers

  • Discover marketing opportunities

Have Sam speak in-person or virtually at your next company program.
Provide your entire team with enterprise access to the Financial Advisor Intel Engine and make it easy to implement what you learn and grow your business.
All for a no-risk monthly fee - learn more!