How should asset managers and wholesalers engage with advisors?
May 2021 | Saleem Khan, Chief Data & Analytics Officer at Discovery Data, reveals how digital, personal, and timely data are key for asset managers and wholesalers today. You'll learn:
- Trends affecting the way asset managers and wholesalers conduct outreach
- New methods of outreach to ensure your advisor engagement remains relevant
- How behavioral intent data powers your financial advisor engagement strategy
Predictive financial advisor data intelligence.
Execute powerful go-to-market strategies directed toward advisors who have recently expressed an interest in your product or firm.