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
An automatic stay is a legal order that can temporarily stop the insanity of collections. Learn what an automatic stay...
In Aspen this summer, the Business & Society Program hosted its annual Business & Society Summit, immediately followed by the...
There is a lot of marketing material being pushed out these days touting registered investment advisors’ expertise with upper-high-net-worth clients....