Josh Mellberg is nothing less than a business wunderkind. At 26, he is in the top three percent of U.S. financial advisors.
His company, Senior Advisors Wealth Management, has used Bizfusion predictive marketing software to increase the response rate on financial seminar direct mail campaigns by 40%, and save nearly 19% a year on annual mailing costs.
While we have more spectacular ROI results in our client base, Mellberg’s success shows the solid, incremental gains our customers take advantage of when they automate predictive modeling and client profiling with Bizfusion Prospector. Click here to read the full case study on Senior Advisors Wealth Management.
Peter Vanderlee is Executive Vice President with CopperKey Inc.

