How to find a phone number or email address for financial advisor or life insurance agent

Finding phone numbers of advisors:

1. There is a good chance we have it in Sugar CRM. Enter the email address and do a search. https://www.screencast.com/t/9zhK9NLkV
2. There is a good chance you can locate it online. Here is an example. Let’s say you have an email reply and all you have is an email address: dfrahm@farmersagent.com

• From the email address, I see he is with Farmers Insurance. Go to google and search “find farmers agent.”
   https://www.screencast.com/t/r6mArwfdG
  Then enter whatever information you have such as the zip code, the email address, the name. In this case, the agents last name is Frahm as I can see from the email address. He replied that he is looking for leads in zip 84105. I searched on the zip and got this result:

Do a google search on “find financial advisors zip code 84105.”  You will typically find a listing by credio.com or other such “list” sites.

I got 444 results at the credio site but no “Frahm.” So I do a search on “Insurance agent directory."

Result:

I entered 84105 with radius of 15 miles, selected the “sort by name.”  I did not get any result

How to find the correct email address

Ways to get a correct email address

1. Look at the email address and often, the error is clear as there is a type such as “fianacail” or “gmai.com”

2. If the email address we have is lisaw@taskadvisory.com

Go to the web site taskadvisory.com and click on “about us” or “our team” and often, the email addresses of the advisors are listed

3. Google the advisor’s name or name and company

then correct the email address in the crm system like this  https://www.screencast.com/t/kqt1Q5lHDw