top of page

The Answers You Need to Grow Your Prospecting, Sales, Brand, and Business.

Financial Advisor Intel Engine

Save Hundreds of Hours

Uncover Hard to Find Info

Ensure Supreme Relevance


A Powerful Tool in Your Prospecting Arsenal.

As a financial advisor, you don't have time to waste. Whether it's identifying wealth opportunities in your community or researching a prospect prior to a call, time truly is money. That's why we created the Financial Advisor Intel Search Engine. 

  • Cut your information gathering time from minutes to seconds.​

  • Find the right prospects, at a time when they are interested in hearing your message.​

  • Discover new opportunities, identify Money-In-Motion activities, network with executives and centers of influence, and ensure relevant value in every prospect meeting and client call.

Leave the Competition Wondering, "What Happened?"

What the Heck is an Intel Engine? 

An Intel Engine (IntelNgin) is a distraction-free online search resource that helps you find the business and sales information you care about faster than you might be able to locate on your own, and even helps you discover information that you probably didn't even know existed.

An Intel Engine is not a proprietary database nor is it a list building tool. Rather, think of it as a search engine overlay.

Enter a word or two, click a button, and the Engine automatically crafts a complex algorithm search query. You save minutes - or even hours - and gain the insight you need to differentiate in every business meeting and sales call. 

  • Could you acquire more clients if you called on prospects ready to hear your message?

  • What could you do with an additional 20, 50, 100 or more hours per year? 

  • How many clients could you win by working with entire teams and their 401k plans?

  • Would your close rates increase if you were relevant to what prospects cared about?

Find the Right Prospect, at the Right Time, and Deliver the Right Message


The typical advisor will save 60+ hours per year and find new client opportunities and relevant information you might not have otherwise discovered. In just seconds, you can...

  • Search LI Profiles, way faster than you could do on your own, and all job title variations.

  • Find Money In Motion Activities, including hires, retirements, promotions, deaths, and more.

  • Research qualified plans, by type, location, company, and size plus plan decision makers.

  • Determine contact information on your prospects, including email addresses.

  • Get 200 monthly email credits where you can instantly find emails from profiles.

  • Identify Wealth, by searching for home values, purchase date, and ownership.

  • Research people, and discover political affiliation, non-profit donations, and more.

  • Quickly locate Centers of Influence, in your community.

  • Get easy referrals / introductions, by knowing your existing clients' neighbors and colleagues.

  • Locate decision makers, including company owners and finance/HR executives.

  • Discover marketing opportunities blogs and podcasts that want your message.

  • Locate reporters who might need your expertise for an upcoming story.

  • Search for articles from the top industry publications - it's your own custom library.

  • Ensure relevancy, with the latest company news; know what others care about.

  • Search for companies by industry, geography, classification (e.g., women-owned) and more.

  • Access company details, financials, employee reviews, court cases and more.

  • Find existing lists including membership lists, business directories, and more.

  • Recruit Talent, locate advisors with specific skills and advisors looking for new opportunities.

An Intel Engine is not a proprietary database nor is it a list building tool. Rather, think of it as a search engine overlay. Enter a word or two, click a button, and the Engine automatically crafts a complex algorithm search query. You save minutes - or even hours - versus using a traditional search engine and gain the insight you need to differentiate in every business meeting and sales call. 

For Financial Advisors, Intel Engine is a GAME CHANGER.

No more spending hours on search engines hoping to find opportunities. In seconds you'll get the information you need to grow your business. GUARANTEED!

Advisor Intel Engine Search Features


Our Risk-Free High-Value Guarantee

14-Day Guarantee

Give any Intel Engine a try. If you aren't receiving value and a great return on your investment, within the first 14-days, let us know and we'll refund your membership.

Cancel Anytime

Purchase a monthly membership and cancel at anytime. Choose the Lifetime Option and you'll pay once for a lifetime of Intel value (and get all updates for life).

Success Training

Watch a user video from our Intel Engine library. In addition, at anytime if you'd like a personal one-on-one demo, let us know and we'll set a time.

Intel Engine Frequently Asked Questions

How often can I use the Intel Engine?
Your membership starts the second you join and you have unlimited access to the Engine. Your subscription will automatically renew on your purchase anniversary.

Do I have to pay more if you come out with a new version?
Nope! Once you're a member, you'll receive unlimited access to everything in the Engine, including any new updates. On your renewal date, there may be a price increase however, during your subscription year, you will have access to everything the Engine offers with no additional charges.

How do I cancel my membership if I am unhappy?
We would never want you to be unhappy! You can cancel your membership at anytime - click on the people icon in the upper right once logged in and click the Manage Subscriptions link. Once you cancel, any upcoming payments will be automatically canceled and your subscription and all future billings will end. Within the first 14 days, if you are unsatisfied with your membership for any reason, contact us and we can provide a full refund. To request your refund, please email

Can I use the Intel Engine to create lists?

The Intel Engine is not a list building tool. Certainly you can find existing lists like membership directories, attendee lists, business directories, etc. using the Engine, assuming the list is posted online. You can use the Engine to find decision makers within an industry, with a certain job title, in an location, and more. And you can use the Engine to locate companies by location, industry, employee size, or revenue. However, remember that the results will appear as search engine results so they're not downloadable like you might find with a traditional list building tool. 


Is the Intel Engine a Proprietary Database?
No, the Intel Engine is NOT a database. It is, however, a HUGE time saver. The Intel Engine makes finding business and sales information that is already online much easier. You could use a search engine like Google combined with other Websites to find the information that the Intel Engine delivers. However, you would need to know how to craft complex mathematical Boolean equations and/or know the correct Websites to even visit. You could spend minutes - or more likely hours - trying to find information on your own, or, you could use the Sales Intel Engine and find the right information in just seconds.

Don't the Advanced Search features in a search engine offer the same functionality as the Intel Engine?
Yes and no. The Advanced features offered with some search engines do allow you to find information without having to know Boolean. However, you would still need to know what information to enter to find specific results like company financials, attendee lists, employee directories, etc. With the Intel Engine, you theoretically will save hours trying to locate information -- time that you can now spend making sales calls and providing value to existing clients/customers.

Will the Intel Engine find every list, directory, information on companies, etc. that I need?
Just like any search engine, the Intel Engine will only deliver results if the information has been posted online by others. So, for example, if there is a conference attendee list but the list is never posted online, then the Intel Engine will not be able to "magically" discover it (and the Intel Engine does not "hack" into private sites). It's important to remember that in today's high-tech world, there is a still a great deal of information that is not posted online. However, if it is online, the Intel Engine will help you find it and most important, it will help you find it in seconds.

How do I know that the results found using the Intel Engine are accurate?
With any online search, there is no guarantee that the information is accurate or current. However, the Intel Engine has built-in-logic that runs in the background and it attempts to filter out results from non-reputable sources.


Who created the Intel Engine?
The Intel Engine is a program of Sam Richter, CSP, CPAE, founder and CEO of SBR Worldwide, LLC. Considered a leading authority on sales intelligence and digital reputation management, Sam is a bestselling author and Hall of Fame speaker. He delivers his top-rated, incredibly dynamic, highly entertaining, and extremely high-content keynote presentations and workshop sessions to audiences worldwide. Sam has worked with financial institutions around the globe and he has keynoted many of the leading financial organization conferenced including the Million Dollar Roundtable (MDRT) multiple time, GAMA/LAMP, Lion Street, and many others. Sam was named one of the World’s Top 50 Sales Keynote Speakers, one of the Top 15 Virtual Presenters, and one of the Top 25 Most Influential Sales Leaders. Learn more at 

bottom of page