As a recruiter having Discovery Data at your fingertips increases your knowledge and efficiency, maximizing your recruiting time. Review hundreds of data points on a recruit you are talking to and identify and pursue recruits in a specific area, from a particular firm, with certain tenure in the business or at their current employer.

Qualify Candidates

Our database is updated weekly to provide you with the most accurate and up-to-date information on 35,000 firms and over 2 million professionals including reps, advisors, insurance agents and executives. Utilize the following key data fields to help your recruiting efforts:

• Number of years as a rep or agent
• Number of years at current firm
• Assets Under Management, in certain cases
• Insurance and securities licensing details
• Dually-licensed and new advisors
• Carrier appointments
• Business and home addresses and phone numbers
• Work and personal email addresses
• Employment history

Keep Up with Industry Movement

Access the most up-to-date information in your Customer Relationship Management (CRM) system and keep up with industry movement with our data services and market insight. Last year we recorded tens of thousands of reps in our database as having switched broker-dealers and continue to track industry movement to be able to notify you of the firms affected down to the individual that moved to help improve efficiency and productivity. We flag firms out of business, reps no longer in the industry as well as new to the database, and track reps from their previous employer to their current firm.

Still unsure how we can help you? Contact us today to learn more.