Tag Archives: #DataMarketing

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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