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.

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

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.