Earn CE Credit | Build Your Perfect Client List with AI
| | | Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting |
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| | DATE:
Tuesday
November 19, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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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 |
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| EARN CE CREDIT | | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour. | | |
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| | | Ronak Amin VP of Customer Success AIdentified |
| | | Darr Aley Chief Commercial Officer, Founder AIdentified |
| | | Shannon Rosic - Moderator Director of WealthStack Content & Solutions WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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