Kelley Group RTDF

- Advisor Engine -

Growing Your Practice Through Money in Motion




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You don't have time to waste. Whether it's researching a prospect prior to a call, or creating a prospective lead list, time truly is money. That's why we created the Intel Engine - Advisor | Agent Edition. In just seconds, you can...

  • Find Money In Motion, including hires, retirements, promotions, deaths, and more.
  • Locate decision makers, including company owners and finance/HR executives.
  • Identify organizational change such as funding, relocations, and expansions.
  • Find contact information on your prospects, including email addresses.
  • Discover marketing opportunities blogs and podcasts that want your message.
  • Locate reporters who might need your expertise for an upcoming story.
  • Get prospect/client news so you're relevant in sales calls and presentations.
  • Search for companies by industry, geography, and more.
  • Access company details, financials, employee reviews, court cases and more.
  • Find industry data, trends, research reports, others' presentations, and more.

For Financial Advisors and Insurance Agents, the 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 speaking business and ensure relevancy in every sales call and presentation. GUARANTEED!


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100% High Value, Risk Free Membership

With the Monthly Plan, you only pay if you're receiving tremendous value. You can cancel at anytime with no commitments. Or purchase the Lifetime Plan and never worry about another payment again. You'll most likely receive a return on your investment within the first month!

Frequently Asked Questions


How often can I use the Intel Engine?
Your subscription starts now and you have unlimited access to the Engine. Your subscription will automatically renew.
Do I have to pay more if you come out with a new version?
Nope! Once you're a subscriber, 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, so long as you don't cancel, you'll always renew at the price you originally paid 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 30 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 [email protected] or you can call us at 612-655-3397.
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 complex Boolean search syntax. 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 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 member directory but the information 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. In addition, it's important to remember that in sales, you don't need the information to be perfectly accurate, e.g., the amount of revenue and number of employees at a company. Rather, in sales, you use information to ask better questions, e.g., "I know that you're a privately held company, so the best I could find is that you're doing about $50 million in revenue with 30 employees...is that accurate?"

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