エピソード

  • The Importance of Diversity and Inclusion in Financial Services

    The Importance of Diversity and Inclusion in Financial Services
    2022/11/01
    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 →
    続きを読む 一部表示
    14 分
  • Communication Strategies That Help You Stand Out With Clay Thompson

    Communication Strategies That Help You Stand Out With Clay Thompson
    2022/06/10
    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 →
    続きを読む 一部表示
    19 分
  • Harnessing the Power of Data With Ned Dane

    Harnessing the Power of Data With Ned Dane
    2022/04/20
    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 →
    続きを読む 一部表示
    30 分
  • Learning From Leading RIAs With Mark Bruno

    Learning From Leading RIAs With Mark Bruno
    2022/04/05
    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 →
    続きを読む 一部表示
    15 分
  • Create Better Outcomes Faster Using Intent Data

    Create Better Outcomes Faster Using Intent Data
    2022/02/01
    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 →
    続きを読む 一部表示
    23 分
  • The Evolution and Importance of Insurance and Annuities in Client Portfolios With David Wright and Norman Bald

    The Evolution and Importance of Insurance and Annuities in Client Portfolios With David Wright and Norman Bald
    2021/11/08
    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 →
    続きを読む 一部表示
    18 分
  • Discover and Reach New Markets Through Snowflake Data Marketplace

    Discover and Reach New Markets Through Snowflake Data Marketplace
    2021/11/08
    In this episode of The Data Possible Podcast, Vince Trotta, Head of Data Marketplace Deal Strategy at Snowflake, discusses the growing importance of data and how Snowflake’s Data Cloud—a global network where thousands of organizations mobilize data with near-unlimited scale, concurrency, and performance—can help firms and professionals achieve their goals. In this episode, you will … Continue reading Discover and Reach New Markets Through Snowflake Data Marketplace →
    続きを読む 一部表示
    15 分
  • Improving the Client Experience Using Advisor Team Data With John Pumphrey

    Improving the Client Experience Using Advisor Team Data With John Pumphrey
    2021/08/30
    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 … Continue reading Improving the Client Experience Using Advisor Team Data With John Pumphrey →
    続きを読む 一部表示
    15 分