Data + Sales Leadership = Real Growth: Measurable Results for Asset Managers

At Sales Lift Partners, we work with asset managers who are under pressure to grow faster, prove ROI, and manage leaner sales teams. Even with access to rich advisor data and the latest CRM platforms, many firms still aren’t seeing the sales results they want. Why? Because data alone doesn’t build a sales strategy. Insight without execution doesn’t drive revenue.

That’s exactly why we’ve partnered with FINTRX, the leading provider of AI-powered advisor intelligence, to offer something new: a way to close the gap between data and execution, and turn sales potential into real performance.

The Real Issue: No Lack of Data, Just a Lack of Strategy

The asset management industry isn’t suffering from a shortage of tools or data. Most firms already subscribe to platforms that provide advisor insights, firmographics, and market intel. But here’s what’s often missing:

• A clear and repeatable sales process

• Defined goals and accountability

• Leadership that brings it all together

We see teams making calls without a strategy, logging data that never gets used, and missing out on real opportunities because there’s no system to convert information into action. That’s where we come in with strategic sales leadership.

A Smarter Approach to Sales Execution

Through our partnership with FINTRX, we’re offering asset managers access to a unified solution that combines:

• Deep Advisor Intelligence (FINTRX):
  FINTRX’s platform covers over 850,000 financial professionals across the RIA, family office, and broker-dealer space. Their AI-powered data engine helps sales teams identify and prioritize the right advisors with precision.

• Fractional Sales Leadership (Sales Lift Partners):
  We step in as your outsourced sales executive team—building structure, driving accountability, and helping you actually execute on your sales plan. We don’t just advise; we roll up our sleeves and lead.

• Commitment to Branding and Digital Strategy:
  Sales isn’t just outbound anymore. Today’s best-performing firms align their brand, marketing, and sales touchpoints into one cohesive experience. We help build that alignment so your outreach lands.

Special Offer: A Free 30-Day Distribution Analysis

(FINTRX Clients Only)

As part of our launch with FINTRX, we’re offering a no-cost, 30-day analysis of your sales and distribution strategy—available exclusively to current FINTRX users.

What you’ll receive:

• A review of how your team is using FINTRX data today

• An audit of your current sales process and team structure

• Clear KPIs and sales goals customized to your growth plan

• Tactical recommendations to improve advisor targeting and follow-up

• Feedback on how well your digital presence supports your sales efforts

We built this offer to help firms get real visibility into what’s working—and what’s not—so they can start executing with confidence.

What This Means for Your Team

If you’re leading distribution at an asset management firm, this partnership offers practical, real-world advantages:

• Smarter Targeting: Your team won’t just have access to better advisor data—they’ll know exactly how to use it. FINTRX helps your team find the right advisors. We help them build the right plan to convert those prospects into clients.

• Defined Sales Process: We work directly with your team to install a clear sales rhythm—weekly goals, daily priorities, and consistent pipeline tracking. No more random outreach. No more ambiguity.

• Stronger Messaging: We help align your value prop with what advisors care about. That includes integrating your digital brand into the sales conversation—so you’re not just showing up, you’re standing out.

• Clear Accountability: Without tracking, you’re guessing. We put the systems in place to measure progress weekly, so your team knows exactly what’s expected—and how they’re performing.

Why This Matters Right Now

Distribution in asset management is evolving. Traditional outbound is losing steam. Advisors are harder to engage. The firms that win are the ones that:

• Use data to drive strategy

• Hold their teams accountable

• Align marketing with sales

• Focus on repeatable, measurable execution

That’s exactly what this partnership is designed to do. FINTRX gives you the intelligence. Sales Lift Partners brings the leadership to act on it.

You Don’t Need to Hire a Full Sales Team. You Need a Clear Plan.

We built Sales Lift Partners for firms that are ready to grow but don’t want the overhead of a full-time sales executive team. Our fractional sales leadership model gives you everything you need to execute, with none of the wasted cost or complexity. If your firm is already using FINTRX, we’d love to show you how a more disciplined, data-driven approach to distribution can improve your results in just 30 days.

Ready to Get Started?

Visit https://www.fintrx.com/partners/sales-lift-partners to request your free 30-day sales strategy analysis—exclusive to FINTRX clients.

We’ll review your current process, map out a performance strategy, and show you exactly how to make your advisor engagement more efficient and effective.