Key facts
- Most advisors grow through referrals, plus outreach to a clear niche: households near retirement in a few ZIP codes, or owners of small businesses who need a plan.
- Buzzlist finds both: households by age band, income band and net worth near your office, and business owners by industry and size, with contact details where available.
- Pushing a meeting in the first email rarely works for something as personal as money.
- Advisors work under industry and firm rules on communications.
Pick a niche
- Households aged 55 to 64 planning retirement.
- Owners of small firms thinking about succession.
- Professionals in one field, such as physicians or engineers.
What works as a first touch?
An invitation to a local talk or a short, useful checklist. Pushing a meeting in the first email rarely works for something as personal as money.
What about the rules?
Advisors work under industry and firm rules on communications. Have your compliance team approve the email before you send it.
How an advisor can build a list with Buzz
- Choose households or owners
One niche at a time.
- Set the area
A ZIP radius around your office.
- Add the bands
Age band, income band and net worth for households.
- Get approval, then send
Compliance first, then mail or email.
When does Buzzlist fit, and when does it not?
It fits when
- You want a local niche of households or business owners.
It does not fit when
- You need account balances or investment holdings. Buzzlist has no financial account data.
- You want data for credit or insurance decisions. Buzzlist is not a consumer reporting service.
Questions people ask next
Can I search by net worth?
Yes, by net worth band in Households mode.
Can I find business owners near retirement?
You can find owners by industry, size and place. Age bands are a Households filter.
Will Buzz write the emails?
On paid plans, for business contacts, Buzz Drafts writes four emails per person. Have them approved first.
Is there a free plan?
Yes. 100 contacts a month with no card.