The Data Possible Podcast

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →