Tag Archives: FA Match

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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