Category Archives: Marketing

2021 Feature

The Importance of Diversity and Inclusion in Financial Services

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

In this episode of The Data Possible Podcast, Bryan Lee, Senior Sales Manager, and Amalia Tsiongas, Director of Research and Product Development, from Ethnic Technologies discuss the importance of diversity and inclusion (D&I) data and how to use it to strengthen client-advisor relationships and communities in the industry.

In this episode, you will learn:

  • The importance of diversity and inclusion in financial services
  • Why organizations should be making D&I a part of their strategic priority
  • What types of firms are using D&I data
  • Best practices for D&I data and how to make the best use of it

Resources: Discovery Data | Ethnic Technologies

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



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2021 Feature

Communication Strategies That Help You Stand Out With Clay Thompson

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

In this episode of The Data Possible Podcast, Clay Thompson, President of On-Demand Wholesaling, talks about the importance of a targeting strategy for wholesalers, the effectiveness of short videos, and how to keep content concise without shortchanging the message.

In this episode, you will learn:

  • Tips wholesalers can use to be successful
  • How wholesalers can stand out to advisors
  • The difference between an engaging video and an ineffective one
  • How to target your video messaging to the right audience
  • Why execution is a strategy
  • What channels are receptive to video content and how having the right data makes a difference

Resources: Discovery Data | On-Demand Wholesaling | Advisorpedia

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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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2021 Feature

Create Better Outcomes Faster Using Intent Data

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

The Data Possible Podcast: Episode #15 With Craig Katz and Duncan MacDonald-Korth

In this episode of The Data Possible Podcast, Craig Katz, EVP of Partnerships and Strategy at Discovery Data, and Duncan MacDonald-Korth, CEO of AdvisorTarget, share how their Intent Data offering has grown in the last year, reflect on what they’ve learned, and discuss where Intent Data and their partnership is headed. 

In this episode, you will learn:

  • What enhancements have been made to the Intent Data offering in the last year
  • What Intent Signals, Profiles, and Trends are and how they can be used
  • How Advisor Intent Indices work
  • How to access a custom Indices dataset
  • Success stories on how Intent Data has helped provide better outcomes faster for clients

Resources: Discovery Data | AdvisorTarget 

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

 

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2021 Feature

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

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

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.

 

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2021 Feature

Discover and Reach New Markets Through Snowflake Data Marketplace

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

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.

 

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2021 Feature

Improving the Client Experience Using Advisor Team Data With John Pumphrey

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

In this episode of The Data Possible Podcast, SalesPage Technologies’ director of sales enablement solutions, John Pumphrey, discusses advisor team data including what it is, how much information is available, and how you can leverage it in your day-to-day business practice. He also talks about their new partnership with Discovery Data and how it will benefit asset managers. 

In this episode, you will learn:

  • What is advisor team data and who uses it
  • Where does team data come from and how often does it change
  • The challenges firms face with managing and keeping team data up to date
  • How data can help sales teams make strategic decisions, determine ROI on campaigns, and demonstrate value

Resources: Discovery Data | SalesPage Technologies | Advisorpedia

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2021 Feature

Avoiding Blind Spots in Your D&I Initiatives With Bob Skea

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

Discovery Data recently released a new Diversity & Inclusion (D&I) dataset and 2021 Closing the Diversity Gap research report which captures the current state of diversity and inclusion initiatives within the financial services industry and what can be done to improve them. In this episode of The Data Possible Podcast, Bob Skea, CEO of Discovery Data, joins the show to talk about the firm’s new research study, the data behind it, and why it is so important that we all focus on diversity like a blind spot.

In this episode, you will learn:

  • The types of D&I insights available in Discovery Data’s new dataset 
  • What readers can expect to learn from the accompanying research report
  • Strategies firms can use to diversify their advisor teams 
  • How D&I initiatives have evolved in the industry over time and why they are so important today
  • How Discovery Data hopes to have an impact with its D&I work

Resources: Closing the Diversity Gap Research Report Summary | Discovery Data | Advisorpedia

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2021 Feature

Investing in Public Relations to Grow Your Firm With Hibre Teklemariam

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

In this episode of The Data Possible Podcast, Hibre Teklemariam, vice president and partner at SunStar Strategic, dives into the importance of public relations and how it can help you advance and grow your business by understanding the four ways it can be used, what results to expect, and what data points to track. In this episode, you will learn:

  • What is public relations and why it’s misunderstood within the financial services industry
  • Why it’s important to invest in public relations
  • How to track ROI on your public relations spend
  • Industry trends to pay attention to

Resources: Discovery Data | SunStar Strategic | Advisorpedia

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