WealthFeed Reviews

Pros

WealthFeed has completely changed the way we handle prospecting. In the very first month alone, we booked 24 prospecting meetings which is a level of efficiency we hadn't reached before. Plu being able to create a highly targeted list within our niche and market directly to the right prospects has been a huge win for us. Rather than spending time on broad, unfocused searches, we're now reaching the right people at exactly the right time. If scaling outreach and getting more efficient results is a priority, it is absolutely worth having.

Cons

At times you still need to do a little manual research on a specific advisor but the upside easily outweighs that extra step. It's a minor trade off considering the value it brings.

Pros

One thing I really like is being able to narrow outreach by specific demographics like age, location and life events. It makes targeting the right people much more practical and the platform itself is user friendly and simple to navigate.

Cons

At times the wealth or income estimates can be inaccurate and miss the mark.