Tag Archives: #FinancialAdvisors

The Importance of Diversity and Inclusion in Financial Services

November 1, 2022Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#Advisorpedia, #AmaliaTsiongas, #BryanLee, #Community, #DI, #DiversityandInclusion, #DouglasHeikkinen, #EthnicTechnologies, #FinancialAdvisors, #RIAsthedatapossiblepodcast

In this episode of The Data Possible Podcast, Bryan Lee, Senior Sales Manager, and Amalia Tsiongas, Director of Research and Product Development, from Ethnic Technologies discuss the importance of diversity and inclusion (D&I) data and how to use it to strengthen client-advisor relationships and communities in the industry.

In this episode, you will learn:

The importance of diversity and inclusion in financial services
Why organizations should be making D&I a part of their strategic priority
What types of firms are using D&I data
Best practices for D&I data and how to make the best use of it

Resources: Discovery Data | Ethnic Technologies

The Data Possible Podcast is produced by our partner, Advisorpedia.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

The Evolution and Importance of Insurance and Annuities in Client Portfolios With David Wright and Norman Bald

November 8, 2021Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#Annuities, #DataPossiblePodcast, #DavidWright, #DiscoveryData, #FinancialAdvisors, #Insurance, #M&OMarketing, #NormanBaldthedatapossiblepodcast

In this episode of The Data Possible Podcast, M&O Marketing’s executive director of practice development, David Wright, and director of their Life Division, Norman Bald, discuss the evolution and importance of insurance and annuities solutions and how advisors can incorporate them into their portfolios.

In this episode, you will learn:

Tips for evaluating your current book of business for insurance & annuity opportunities
Who would benefit from an insurance review and how to understand their existing policies
How annuities can be leveraged as an alternative asset class
How advisors can be more informed so they can add value to their practice
What types of insurance solutions advisors should be prepared to discuss with clients

Resources: Discovery Data | M&O Marketing

The Data Possible Podcast is produced by our partner, Advisorpedia.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Improving the Client Experience Using Advisor Team Data With John Pumphrey

August 30, 2021Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#AdvisorAtlas, #advisorteamdata, #DataPossiblePodcast, #DiscoveryData, #FinancialAdvisors, #JohnPumphrey, #SalesPageTechnologiesthedatapossiblepodcast

In this episode of The Data Possible Podcast, SalesPage Technologies’ director of sales enablement solutions, John Pumphrey, discusses advisor team data including what it is, how much information is available, and how you can leverage it in your day-to-day business practice. He also talks about their new partnership with Discovery Data and how it will benefit asset managers.

In this episode, you will learn:

What is advisor team data and who uses it
Where does team data come from and how often does it change
The challenges firms face with managing and keeping team data up to date
How data can help sales teams make strategic decisions, determine ROI on campaigns, and demonstrate value

Resources: Discovery Data | SalesPage Technologies | Advisorpedia

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Investing in Public Relations to Grow Your Firm With Hibre Teklemariam

June 22, 2021Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#DataPossiblePodcast, #DiscoveryData, #FinancialAdvisors, #financialmarketing, #HibreTeklemariam, #pr, #publicrelations, #RIAs, #SunStarStrategicthedatapossiblepodcast

In this episode of The Data Possible Podcast, Hibre Teklemariam, vice president and partner at SunStar Strategic, dives into the importance of public relations and how it can help you advance and grow your business by understanding the four ways it can be used, what results to expect, and what data points to track. In this episode, you will learn:

What is public relations and why it’s misunderstood within the financial services industry
Why it’s important to invest in public relations
How to track ROI on your public relations spend
Industry trends to pay attention to

Resources: Discovery Data | SunStar Strategic | Advisorpedia

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Redefining Digital Marketing for Asset Managers With Data With John Gulino & Keith Kochberg

May 25, 2021Financial Services, Insurance, Marketing, Recruiting, Sales, Uncategorized#DataPossiblePodcast, #digitalmarketing, #DiscoveryData, #FinancialAdvisors, #financialmarketing, #GK3Capital, #inboundmarketing, #JohnGulino, #KeithKochberg, #RIAsthedatapossiblepodcast

John Gulino founded GK3 Capital to help asset managers and other financial services organizations redefine how they think about sales and marketing tactics in a digital world and how it can lead to building relationships with future clients. In today’s episode of The Data Possible Podcast, John and GK3’s Chief Marketing Officer, Keith Kochberg, define inbound marketing, detail two different types of data, and highlight the most important aspects of a website.

In this episode, you will learn:

What inbound marketing is and how it’s a roadmap for growing your business
The importance of collecting and analyzing both target audience data and key performance indicator (KPI) data
How GK3 Capital uses data to help their clients succeed
Key elements every website needs and the biggest mistakes people make when creating a website
How advisors can build a sense of urgency and what to do to make themselves attractive to younger investors

Resources: Discovery Data | GK3 Capital | Advisorpedia

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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