The Data Possible Podcast Discovery Data

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 … Continue reading The Importance of Diversity and Inclusion in Financial Services →

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 … Continue reading Communication Strategies That Help You Stand Out With Clay Thompson →

In this episode of The Data Possible Podcast, Ned Dane, Chief Strategy Officer at Aidentified, talks about the power of data and how advisors and institutions are using behavioral analytics, dynamic insights, and real-time wealth events to cultivate relationships and turn cold calls into warm referrals.   In this episode, you will learn: Ned’s inspiration for … Continue reading Harnessing the Power of Data With Ned Dane →

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, … Continue reading Learning From Leading RIAs With Mark Bruno →

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 … Continue reading Create Better Outcomes Faster Using Intent Data →

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 … Continue reading The Evolution and Importance of Insurance and Annuities in Client Portfolios With David Wright and Norman Bald →