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:
Resources: Discovery Data | Aidentified
The Data Possible Podcast is produced by our partner, Advisorpedia.
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