The Data Possible Podcast

By Discovery Data

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... more

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FAQs about The Data Possible Podcast:

How many episodes does The Data Possible Podcast have?

The podcast currently has 19 episodes available.

The Data Possible Podcast episodes:

November 01, 2022The Importance of Diversity and Inclusion in Financial Services
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 importance of diversity and inclusion in financial services
Why organizations should be making D&I a part of their strategic priority
What types of firms are using D&I data
Best practices for D&I data and how to make the best use of it
Resources: Discovery Data | Ethnic Technologies
The Data Possible Podcast is produced by our partner, Advisorpedia.
...more
14min
June 10, 2022Communication Strategies That Help You Stand Out With Clay Thompson
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 stand out to advisors
The difference between an engaging video and an ineffective one
How to target your video messaging to the right audience
Why execution is a strategy
What channels are receptive to video content and how having the right data makes a difference
Resources: Discovery Data | On-Demand Wholesaling | Advisorpedia
...more
19min
April 20, 2022Harnessing the Power of Data With Ned Dane
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 starting Aidentified
How advisors and institutions are using Aidentified to connect to hyper-targeted, qualified prospects
Why having a unified household/professional profile on your prospects and clients is so valuable to sales and marketing
How clients are using the Interest & Lifestyle dataset co-developed by Aidentified and Discovery Data to deliver a personalized experience and identify new market opportunities
Resources: Discovery Data | Aidentified
The Data Possible Podcast is produced by our partner, Advisorpedia.
...more
30min
April 05, 2022Learning From Leading RIAs With Mark Bruno
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 of the industry’s leading firms.
In this episode, you will learn:
What successful RIAs are doing to drive growth
Challenges advisors are seeing and what are they doing to combat them
Why it’s important to create and focus more content towards the RIA community
Why people should be reinvesting in the business
How small- and mid-sized firms can learn from the largest and fastest growing RIAs and accelerate their growth
Resources: Discovery Data | RIA Edge | Advisorpedia
...more
16min
February 01, 2022Create Better Outcomes Faster Using Intent Data
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:
What enhancements have been made to the Intent Data offering in the last year
What Intent Signals, Profiles, and Trends are and how they can be used
How Advisor Intent Indices work
How to access a custom Indices dataset
Success stories on how Intent Data has helped provide better outcomes faster for clients
Resources: Discovery Data | AdvisorTarget
The Data Possible Podcast is produced by our partner, Advisorpedia.
...more
23min
November 08, 2021The Evolution and Importance of Insurance and Annuities in Client Portfolios With David Wright and Norman Bald
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 book of business for insurance & annuity opportunities
Who would benefit from an insurance review and how to understand their existing policies
How annuities can be leveraged as an alternative asset class
How advisors can be more informed so they can add value to their practice
What types of insurance solutions advisors should be prepared to discuss with clients
Resources: Discovery Data | M&O Marketing
The Data Possible Podcast is produced by our partner, Advisorpedia.
...more
19min
November 08, 2021Discover and Reach New Markets Through Snowflake Data Marketplace
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:
Why it’s important to try data before you buy
What data monetization is and what trends are being seen
How data providers and data consumers can discover and reach new markets with Snowflake Data Marketplace
How Snowflake unlocks and maximizes value
Resources: Discovery Data | Snowflake
The Data Possible Podcast is produced by our partner, Advisorpedia.
...more
15min
August 30, 2021Improving the Client Experience Using Advisor Team Data With John Pumphrey
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:
What is advisor team data and who uses it
Where does team data come from and how often does it change
The challenges firms face with managing and keeping team data up to date
How data can help sales teams make strategic decisions, determine ROI on campaigns, and demonstrate value
Resources: Discovery Data | SalesPage Technologies | Advisorpedia
...more
16min
July 26, 2021Avoiding Blind Spots in Your D&I Initiatives With Bob Skea
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 behind it, and why it is so important that we all focus on diversity like a blind spot.
In this episode, you will learn:
The types of D&I insights available in Discovery Data’s new dataset
What readers can expect to learn from the accompanying research report
Strategies firms can use to diversify their advisor teams
How D&I initiatives have evolved in the industry over time and why they are so important today
How Discovery Data hopes to have an impact with its D&I work
Resources: Closing the Diversity Gap Research Report Summary | Discovery Data | Advisorpedia
...more
21min
June 22, 2021Investing in Public Relations to Grow Your Firm With Hibre Teklemariam
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:
What is public relations and why it’s misunderstood within the financial services industry
Why it’s important to invest in public relations
How to track ROI on your public relations spend
Industry trends to pay attention to
Resources: Discovery Data | SunStar Strategic | Advisorpedia
...more
19min

FAQs about The Data Possible Podcast:

How many episodes does The Data Possible Podcast have?

The podcast currently has 19 episodes available.