The Data Possible Podcast
Discovery Data provides the most accurate and trusted information on the people and organizations essential to the financial services and insurance industries. Our data and analytics create actionable intelligence that enables our clients to more effectively target opportunities. As their strategic go-to-market partner, we improve the impact of their data-driven sales, marketing and recruiting to increase win rates and accelerate growth. Connect with us on LinkedIn, Facebook, and Twitter. Learn more here.
Episodes
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:
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:
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:
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, and face-to-face events, RIA Edge is designed to highlight the strategies and successes ...
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 where Intent Data and their partnership is headed.
In this episode, you will learn...
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:
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 learn:
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:
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 Data, joins the show to talk about the firm’s new research study, the data behi...
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:
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