Discovery Data

The importance of a targeting strategy for wholesalers, the effectiveness of short videos, and how to keep content concise. #sales

How advisors and institutions are using behavioral analytics, dynamic insights, and real-time wealth events to cultivate relationships.

How Intent Data offering has grown in the last year, what they’ve learned, and discuss where Intent Data and their partnership is headed. 

How data providers and data consumers can discover and reach new markets with Snowflake Data Marketplace. #data

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.

Bob Skea 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.

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

How asset managers should think about sales and marketing tactics in a digital world and how it can lead to building relationships with future clients

Kate Healy reflects on how the financial services industry has evolved over the past few decades and the importance of data. #finserv

How working with Total Fund Solution allows managers and advisors to maximize distribution and marketing effectiveness. 

Activity that took place across several different areas of financial services and how last year’s trends will help drive business in 2021.

Discover ECHELON’s recently released 2020 RIA M&A Deal Report and key trends and predictions we should know about as we head into 2021.  

Put the right message in front of the right advisor at the right time you don’t want to miss this episode. #advertising

How behavioral data is critical in developing strong sales, marketing and recruiting strategies. #financialadvisors #recruiting

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?

Specific tools and techniques advisors and recruiters can use to engage more successfully by focusing on EQ versus IQ. #recruiting