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:
- Find the Perfect Fit: Discover how to create customized client lists in minutes using over 200 attributes
- Warm Wins: Learn about AI-powered relationship mapping pinpoints to find the warmest intro path to your top prospects
- Verified Contacts: Access verified personal and professional emails and mobile numbers for your most valuable leads
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Brought to you by
Sponsored by
Ronak Amin
VP of Customer Success
AIdentified
Darr Aley
Chief Commercial Officer, Founder
AIdentified
Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
