Tag Archives: #DiscoveryData

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.