Resources
The Latest
Video
Discovery Data’s MarketPro Enables You to Identify, Prioritize and Connect With Your Target Market
This cutting-edge platform puts you in control.
News
Discovery Data’s Latest Solution with MarketLink API for Insurance
This latest solution empowers clients…
Indices
Advisor Intent Trends August 2022
The second half of the month saw a stark shift back to what we have seen most of the year…
News
Advisor IP Match: Identify and Convert Your Website Traffic
Discovery Data Launches New Specialized Dataset…
Indices
Advisor Intent Trends July 2022
Despite spending a similar amount of time on each asset class, advisors’ perspective on them moved…
Indices
Advisor Intent Trends June 2022
Another wild month in markets caused some unexpected changes in the Advisor Intent Indices.
Video
Ensure Your Firm and Contact Data is Accurate and Actionable
Finding it an uphill battle to keep up with an ever-changing industry?
Podcast
Communication Strategies That Help You Stand Out
The Data Possible Podcast: Episode #18 With Clay Thompson
Indices
Advisor Intent Trends May 2022
In May, advisors continued to focus on the bear market trend from April…
Indices
Advisor Intent Trends April 2022
April saw advisor mindshare start to return to a more normal pattern…
Insights
2022 Financial Advisor Outlook Report
Report highlights views on return to office, alternative investments, and recruiting trends…
News
Key Factors Influencing Financial Advisors’ Decision-Making in 2022
Financial advisors are uncertain of their plans or do not plan to return to the office…
