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 →...
Nov 01, 2022•14 min
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 →...
Jun 10, 2022•19 min
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 →...
Apr 20, 2022•30 min
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 →...
Apr 05, 2022•15 min
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 →...
Feb 01, 2022•23 min
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...
Nov 08, 2021•18 min
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 →...
Nov 08, 2021•15 min
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 →...
Aug 30, 2021•15 min
Discovery Data recently released a new Diversity & Inclusion (D&I) dataset and 2021 Closing the Diversity Gap research report which captures the current state of diversity and inclusion initiatives within the financial services industry and what can be done to improve them. In this episode of The Data Possible Podcast, Bob Skea, CEO of Discovery … Continue reading Avoiding Blind Spots in Your D&I Initiatives With Bob Skea →...
Jul 26, 2021•20 min
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 … Continue reading Investing in Public Relations to Grow Your Firm With Hibre Teklemariam →...
Jun 22, 2021•18 min
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 … Continue reading Redefining Digital Marketing for Asset Managers With Data With John Gulino & Keith Kochberg →...
May 25, 2021•17 min
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 … Continue reading How Data Helps Grow Your Business in the Financial Services Industry With Kate Healy →...
Apr 20, 2021•25 min
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 … Continue reading Using Total Fund Solution to Maximize Distribution Effectiveness With Brian Nelson and Joe Neuberger →...
Mar 18, 2021•16 min
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, … Continue reading 2020 Year in Review: Changes to the Financial Services Industry That Will Impact the Year Ahead With Craig Katz →...
Feb 24, 2021•17 min
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. You will learn: Important factors driving M&A deals today What minority buying is and how it is … Continue reading What to Expect in 2021 Following a Record Year for RIA M&A With Mark Bruno →...
Jan 13, 2021•24 min
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 … Continue reading The Digital Advertising Landscape With Matt Kelly →...
Dec 04, 2020•16 min
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 … Continue reading Learning More About Behavioral Data With Duncan MacDonald-Korth & Jeff Tripp →...
Nov 04, 2020•11 min
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 … Continue reading How Recruitment Technology Drives Human Connection with Ryan Shanks →...
Oct 13, 2020•18 min
Data is behind every strategic move you make. It is the fuel that powers sales, marketing and recruiting teams to achieve success. The Data Possible Podcast, brought to you by Discovery Data, provides tools, techniques and best practices to help you close more deals, find new opportunities, and recruit better people and partners. #datapossiblepodcast In … Continue reading Why me? Why my firm? Why now? A discussion with coaching and recruiting experts Sarano & Brooke Kelley →...
Sep 17, 2020•32 min
