Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

Join our webinar to discover a new era of prospecting with AI-powered tools that help you find thousands of warm leads—no more cold calling required.
Industry experts will show how to build precise, targeted prospect lists using over 200 data points, including career history, wealth segments, income, and location. Plus, you’ll see how AI-powered relationship mapping reveals the warmest connection path to your ideal prospects. Whether you’re an experienced advisor or just starting out, this webinar will transform your prospecting strategy so you can put cold calling on the back burner.
Key takeaways:
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Ronak Amin
VP of Customer Success
AIdentified
The Department of Education is planning to release the 2026-27 FAFSA on October 1, 2025. This marks a return to...
Military life often means adjusting your own goals to support your family—especially when it comes to education. Frequent moves, deployments,...
Advyzon, an all-in-one technology provider to the wealth management industry, has launched Sphere, a platform featuring curated managed portfolios, as...