Tag Archives: advisor

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.
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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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