Category Archives: Financial Services

Redefining Digital Marketing for Asset Managers With Data With John Gulino & Keith Kochberg

May 25, 2021Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#DataPossiblePodcast, #digitalmarketing, #DiscoveryData, #FinancialAdvisors, #financialmarketing, #GK3Capital, #inboundmarketing, #JohnGulino, #KeithKochberg, #RIAsthedatapossiblepodcast

John Gulino founded GK3 Capital to help asset managers and other financial services organizations redefine how they think about sales and marketing tactics in a digital world and how it can lead to building relationships with future clients. In today’s episode of The Data Possible Podcast, John and GK3’s Chief Marketing Officer, Keith Kochberg, define inbound marketing, detail two different types of data, and highlight the most important aspects of a website.

In this episode, you will learn:

What inbound marketing is and how it’s a roadmap for growing your business
The importance of collecting and analyzing both target audience data and key performance indicator (KPI) data
How GK3 Capital uses data to help their clients succeed
Key elements every website needs and the biggest mistakes people make when creating a website
How advisors can build a sense of urgency and what to do to make themselves attractive to younger investors

Resources: Discovery Data | GK3 Capital | Advisorpedia

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How Data Helps Grow Your Business in the Financial Services Industry With Kate Healy

April 20, 2021Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#DataPossiblePodcast, #DiscoveryData, #FinancialAdvisors, #financialmarketing, #FoundationforFinancialPlanning, #InvestinOthers, #KateHealy, #powerprobono, #RIAsthedatapossiblepodcast

In this episode of The Data Possible Podcast, Kate Healy, board member of the Foundation for Financial Planning and Invest in Others, reflects on how the financial services industry has evolved over the past few decades, why financial literacy and education is key for grooming the next generation of professionals, and the ways measuring marketing can make a difference to an advisor practice.

In this episode, you will learn:

Why financial education is so important for a young professional’s career path
How taking advantage of data turns your marketing into a science
What data points you should be collecting
How financial literacy and financial education help bring in a diverse workforce
How advisors can give back

Resources: Discovery Data | Invest in Others | Advisorpedia

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Using Total Fund Solution to Maximize Distribution Effectiveness With Brian Nelson and Joe Neuberger

March 18, 2021Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#BrianNelson, #DataPossiblePodcast, #DiscoveryData, #FAs, #FinancialAdvisors, #HarborsideGroup, #JoeNeuberger, #MultipleSeriesTrust, #RIAs, #TotalFundSolution, #USBankthedatapossiblepodcast

In this episode of The Data Possible Podcast, Brian Nelson, managing director at Harborside Group, and Joe Neuberger, president at U.S. Bank Global Fund Services, discuss the creation of their multiple series trust partnership, Total Fund Solution, and how it can benefit asset managers and investment advisors.

You will learn:

What a multiple series trust is and the benefits of leveraging this vehicle
How working with Total Fund Solution allows managers and advisors to maximize distribution and marketing effectiveness
How Total Fund Solution helps solve the challenges of today’s environment

Resources: Harborside Group | U.S. Bank Global Fund Services | Discovery Data

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2020 Year in Review: Changes to the Financial Services Industry That Will Impact the Year Ahead With Craig Katz

February 24, 2021Financial Services, Insurance, Marketing, Recruiting, Sales#2020YearInReview, #DataPossiblePodcast, #DiscoveryDatathedatapossiblepodcast

2020 was an extraordinary year—the pandemic forced everyone to re-think and revise the way they serve their clients. Although we might expect that things slowed down across the industry, Discovery Data’s 2020 Year in Review shows the exact opposite happened. In this episode of The Data Possible Podcast, Craig Katz, EVP of partnerships and strategy, discusses the activity that took place across several different areas of our industry and how last year’s trends will help drive business in 2021.

You will learn:

How many reps changed firms despite working from home
How new firms continued to join the industry and how that affects us all going forward
What factors contributed to the 16% growth in assets in the retail RIA industry
How these trends will impact business in 2021

Resources: Discovery Data | 2020 Year in Review

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What to Expect in 2021 Following a Record Year for RIA M&A With Mark Bruno

January 13, 2021Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#DataPossiblePodcast, #DiscoveryData, #ESCHELONPartners, #MarkBrunothedatapossiblepodcast

In this episode of The Data Possible Podcast, Mark Bruno, managing director at ECHELON Partners, discusses ECHELON’s recently released 2020 RIA M&A Deal Report and key trends and predictions we should know about as we head into 2021.

You will learn:

Important factors driving M&A deals today
What minority buying is and how it is used to bolster advisor practices
Advice for firms new to M&A
What to expect in 2021

Resources: ECHELON Partners | Discovery Data

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The Digital Advertising Landscape With Matt Kelly

December 4, 2020Financial Services, Insurance, Marketing, Recruiting, Salesadvisor, advisors, communication, communication skills, Data, Discovery Data, emotional intelligence, FA Match, Podcast, recruiter, recruiters, recruiting, recruiting tipsthedatapossiblepodcast

In this episode of The Data Possible Podcast, Matt Kelly, vice president of advertising at InvestingChannel, discusses how having a multi-channel, content-focused approach in place can help firms achieve marketing nirvana. If you are looking to put the right message in front of the right advisor at the right time you don’t want to miss this episode.

You will learn:

How digital advertising can help get your message and brand out to your ideal target audience
How ExactMatch, a tool developed by InvestingChannel and Discovery Data, can add value to your marketing efforts
How COVID-19 has affected digital advertising and what the future now looks like
The importance of using a multi-channel approach and delivering valuable content

Resources: InvestingChannel | Discovery Data

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Learning More About Behavioral Data With Duncan MacDonald-Korth & Jeff Tripp

November 3, 2020Financial Services, Insurance, Marketing, Recruiting, Salesadvisor, advisors, communication, communication skills, Data, Discovery Data, emotional intelligence, FA Match, Podcast, recruiter, recruiters, recruiting, recruiting tipsthedatapossiblepodcast

In this episode of The Data Possible Podcast, we speak with AdvisorTarget CEO, Duncan MacDonald-Korth, and CDO, Jeff Tripp. Duncan and Jeff discuss how behavioral data is critical in developing strong sales, marketing and recruiting strategies.

You will learn:

What behavioral data is and how you can use this information
The advantages of working with a vertically integrated data company
How data and data science can help firms operate more efficiently and effectively
Why the partnership between Discovery Data and AdvisorTarget is beneficial to asset managers and wealth managers
And more!

Tune in now to learn how data can identify demand among financial advisors.

Resources: AdvisorTarget | Discovery Data

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How Recruitment Technology Drives Human Connection with Ryan Shanks

October 13, 2020Financial Services, Insurance, Marketing, Recruiting, Salesadvisor, advisors, communication, communication skills, Data, Discovery Data, emotional intelligence, FA Match, Podcast, recruiter, recruiters, recruiting, recruiting tipsthedatapossiblepodcast

In this episode of The Data Possible Podcast, Ryan Shanks, co-founder of FA Match, discusses recruitment technology and gives us insight into the landscape of recruiting. What is it? Who’s looking for talent? What kind of talent is out there?

You will learn:

How today’s recruiting landscape is different
How FA Match is using automation to get the right people talking
How data helps keep people honest
And more!

Tune in now to listen to Ryan share his knowledge about data and how it relates to recruiting.

Resources: FA Match | Discovery Data

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Why me? Why my firm? Why now? A discussion with coaching and recruiting experts Sarano & Brooke Kelley

September 17, 2020Financial Services, Insurance, Marketing, Recruiting, Salesadvisor, advisors, communication, communication skills, Data, Discovery Data, emotional intelligence, Podcast, recruiter, recruiters, recruiting, recruiting tips, The Kelley Groupthedatapossiblepodcast

Data is behind every strategic move you make. It is the fuel that powers sales, marketing and recruiting teams to achieve success. The Data Possible Podcast, brought to you by Discovery Data, provides tools, techniques and best practices to help you close more deals, find new opportunities, and recruit better people and partners.
#datapossiblepodcast

In this episode of The Data Possible Podcast, Sarano and Brooke Kelley from The Kelley Group discuss the importance of strong communication skills during the recruiting process, as well as specific tools and techniques advisors and recruiters can use to engage more successfully by focusing on EQ (emotional intelligence) versus IQ.

The Kelley Group has recently garnered national attention and experienced their biggest surge in business yet after giving away their 90-Day Game coaching program for free during the COVID-19 pandemic. Join us for a great discussion and learn:

The difference between campaigning and selling while recruiting
Why you should focus on being as known as possible, building goodwill with every interaction
Why recruiting efforts stall mid-process, and what preventative measures you can take
Why discovery is the single most important element of your sales and recruiting processes
And more!

Resources: The Kelley Group | Discovery Data

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