Question 1

What is PredictSwitch?

Accepted Answer

PredictSwitch is an AI-powered intelligence platform that identifies financial advisors most likely to be open to changing firms.

We analyze market signals, firm-level events, and advisor profiles to generate a 0–100 “openness score”—helping recruiters focus on the right advisors at the right time.

Question 2

How does the PredictSwitch score work?

Accepted Answer

Each advisor is assigned a PredictSwitch Score (0–100) based on:
Firm-level events (acquisitions, compensation changes, recruiting activity)
Advisor-specific factors (tenure, team size, role)
Market signals (advisor departures, industry trends)
Higher scores indicate a greater likelihood the advisor is open to a conversation about transitioning firms.

Question 3

Who is PredictSwitch built for?

Accepted Answer

PredictSwitch is designed for:
Financial advisor recruiters
Wealth management firms
RIA platforms
Broker-dealers
Anyone looking to identify and recruit advisors more effectively.

Question 4

Can I search for specific types of advisors?

Accepted Answer

Yes. PredictSwitch includes advanced filters such as:
Location
Firm
Years of experience
Estimated AUM
Team size
Role/title
You can quickly identify high-value advisors in your target market.

Question 5

What data sources power PredictSwitch?

Accepted Answer

PredictSwitch aggregates and analyzes data from:
Industry publications (AdvisorHub, InvestmentNews, etc.)
Public advisor profiles and career data
Firm-level news and market activity
Proprietary signal modeling and scoring algorithms
We transform unstructured information into actionable recruiting intelligence.

Question 6

What makes PredictSwitch different from LinkedIn or CRM tools?

Accepted Answer

LinkedIn shows who advisors are.

PredictSwitch shows who is likely to move next—and why.
Unlike traditional tools, PredictSwitch provides:
Predictive scoring (not static data)
Real-time signal detection
Market-driven insights
Prioritized advisor lists

Question 7

How often are scores updated?

Accepted Answer

PredictSwitch scores are continuously updated as new data is detected.
When events occur—such as:
advisor departures
firm compensation changes
recruiting activity
…the platform automatically recalculates scores so recruiters always have current intelligence.

Question 8

How should I use PredictSwitch in my recruiting workflow?

Accepted Answer

PredictSwitch helps you:
Identify high-probability advisors
Prioritize outreach
Focus on high-value opportunities
Engage advisors at the right moment
Instead of cold outreach, you’re working with timing-driven intelligence.

Question 9

Does PredictSwitch provide contact information?

Accepted Answer

PredictSwitch provides:
Advisor profiles
LinkedIn profile links
The platform focuses on intelligence and prioritization, allowing you to use your existing outreach channels.

Question 10

How accurate is the PredictSwitch score?

Accepted Answer

PredictSwitch is designed to be directionally accurate, not perfect.
Our goal is to answer:
👉 “Is this advisor worth a conversation right now?”
Over time, the system improves through:
signal refinement
market feedback
outcome-based learning

Question 11

Is PredictSwitch compliant with data privacy standards?

Accepted Answer

Yes. PredictSwitch uses:
publicly available data
aggregated insights
AI-based analysis
We do not access private or confidential client data.

Frequently asked questions