Monthly Archives: April 2022

2021 Feature

Harnessing the Power of Data With Ned Dane

Financial Services, Insurance, Marketing, Recruiting, Sales, , ,

In this episode of The Data Possible Podcast, Ned Dane, Chief Strategy Officer at Aidentified, talks about the power of data and how advisors and institutions are using behavioral analytics, dynamic insights, and real-time wealth events to cultivate relationships and turn cold calls into warm referrals.  

In this episode, you will learn:

  • Ned’s inspiration for starting Aidentified
  • How advisors and institutions are using Aidentified to connect to hyper-targeted, qualified prospects
  • Why having a unified household/professional profile on your prospects and clients is so valuable to sales and marketing
  • How clients are using the Interest & Lifestyle dataset co-developed by Aidentified and Discovery Data to deliver a personalized experience and identify new market opportunities

Resources: Discovery Data | Aidentified 

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



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2021 Feature

Learning From Leading RIAs With Mark Bruno

Financial Services, Insurance, Marketing, Recruiting, Sales, , , , , , ,

In this episode of The Data Possible Podcast, Mark Bruno, Managing Director of Wealth Management at Informa, talks about RIA Edge, a new platform for leaders of RIA firms to learn, connect, and ultimately identify new growth strategies and opportunities that will shape the future of their businesses. Through a mix of data, rankings, multimedia, and face-to-face events, RIA Edge is designed to highlight the strategies and successes of the industry’s leading firms.

In this episode, you will learn:

  • What successful RIAs are doing to drive growth
  • Challenges advisors are seeing and what are they doing to combat them
  • Why it’s important to create and focus more content towards the RIA community
  • Why people should be reinvesting in the business
  • How small- and mid-sized firms can learn from the largest and fastest growing RIAs and accelerate their growth

Resources: Discovery Data | RIA Edge | Advisorpedia

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