The Challenge Finding accurate direct dial phone numbers and new, targeted prospects Twelve percent of Northwestern Financial Advisors will not make it five years at the company. In the financial planning industry, the representative turn-over rate has always been a major issue. Without financial representatives being able to increase their pipeline and spend their time making direct dials vs. searching for phone numbers can lead to unnecessary frustrations that can result in lowered production, high career risk, and staff time spent inefficiently. That’s when Nick Shultz, Field Director in the Woburn, MA office, decided to take a proactive approach and see how ZoomInfo could help him and his staff out. “ZoomInfo is 100% amazing. It is a huge time saver and has way more useful

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