Tag Archives: Data

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

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 Digital Advertising Landscape With Matt Kelly

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

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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2021 Feature

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

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

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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2021 Feature

How Recruitment Technology Drives Human Connection with Ryan Shanks

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

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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2021 Feature

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

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

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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