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Financial Advisory Professionals

How to Rent This List

Download This Datacard (PDF)

List Count:

38,731

Telemarketing:

33,958

E-mail:

25,400

List Subscribers:

These top IOMA professionals work at CPA firms, law firms, banks, investment companies, as well as major corporations. They are responsible for advising clients and colleagues on financial matters such as investments, tax laws, retirement planning, tax shelters.

This list is a database of IOMA publications. Included are subscribers to: Partner's Report—the Monthly Update for CPA Firm Owners; IOMA’s Report on Defined Contribution Plan Investing; Partner’s Report—the Monthly Brief for Law Firm Owners as well as top financial managers. This list is 55% male. Subscribers to these newsletters pay an average of $450 per year.

Financial Advisory Professionals is an excellent list for reaching top income, high-powered executives.

List includes subscribers, recent expires, and trials

Products Suited to This List:

Excellent prospects for investment information, financial services and seminars, software, and high-ticket consumer items.

List Source:

Direct Response

% Business Addresses:

100%

Update Period:

Quarterly

Rental Terms:

  • Base Rate--$150/m
  • Employee Size--$15/m
  • Phones--$75/m
  • Gender--$10/m
  • State/SCF--$10/m
  • Max per Site--$5/m
  • Key Code--$3/m
  • Diskette--$50
  • E-mail--$50
  • E\mail Base Rate--$400/m (includes transmission, tracking & list selections)
  • HTML--$75

20% commission given to recognized brokers.

Sample mail piece required.

5,000-name minimum order.

Terms: net 30 days from mail date.

A signed List Rental Agreement is required.

List are rented to authorized mailers for one-time use only. Lists may not be copied, sold, re-used, or telemarketed.

Cancellation--$50 flat fee plus $10/m run charges.

Cancellation after mail date requires payment in full.




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List Tips

This list can be combined with other IOMA files: Human Resources, Accounting Department Professionals, Accounts Payable, Controllers, and Office Management and Administration.

Contact a List Manager for details.



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