Monthly Archives: November 2021

2021 Feature

The Evolution and Importance of Insurance and Annuities in Client Portfolios With David Wright and Norman Bald



In this episode of The Data Possible Podcast, M&O Marketing’s executive director of practice development, David Wright, and director of their Life Division, Norman Bald, discuss the evolution and importance of insurance and annuities solutions and how advisors can incorporate them into their  portfolios. 

In this episode, you will learn:

  • Tips for evaluating your current book of business for insurance & annuity opportunities
  • Who would benefit from an insurance review and how to understand their existing policies
  • How annuities can be leveraged as an alternative asset class
  • How advisors can be more informed so they can add value to their practice
  • What types of insurance solutions advisors should be prepared to discuss with clients

Resources: Discovery Data | M&O Marketing 

The Data Possible Podcast is produced by our partner, Advisorpedia.

 


2021 Feature

Discover and Reach New Markets Through Snowflake Data Marketplace



In this episode of The Data Possible Podcast, Vince Trotta, Head of Data Marketplace Deal Strategy at Snowflake, discusses the growing importance of data and how Snowflake’s Data Cloud—a global network where thousands of organizations mobilize data with near-unlimited scale, concurrency, and performance—can help firms and professionals achieve their goals.

In this episode, you will learn:

  • Why it’s important to try data before you buy
  • What data monetization is and what trends are being seen
  • How data providers and data consumers can discover and reach new markets with Snowflake Data Marketplace
  • How Snowflake unlocks and maximizes value

Resources: Discovery Data | Snowflake

The Data Possible Podcast is produced by our partner, Advisorpedia.