Data-Driven Prospecting Strategies for High-Intent RIA Leads
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Are your current prospecting tactics helping you win or holding you back?
Prospecting and retaining clients remain some of the top challenges for wealth advisors today. Join us for a roundtable discussion on how top RIAs and firms use data and new technology to gain a competitive edge.
As client expectations shift and demographic tends like the Great Wealth Transfer reshape the market, the most successful financial advisors are taking advantage of advances in data and AI technology to get ahead. Those that aren't are leaving money on the table.
In this roundtable Aidentified's Dan Cavanaugh, Head of Wealth Management and Financial Advisory, is joined by an expert panel to discuss how leading advisors use AI-driven platforms and warm-introduction networks to uncover high-quality prospects and engage them with speed and at scale.
We explore why defining your Ideal Client Profile (ICP) is no longer optional, and how targeted outreach is replacing outdated cold-email tactics. You’ll also hear how top firms are using technology to track key metrics—like Client Acquisition Cost and share of wallet—to optimize marketing efforts and strengthen relationships. Leave with actionable strategies to grow your client base and deepen engagement in a competitive, evolving market.
What You’ll Learn:
🔎 Define Your Ideal Prospect Profile - Use real wealth and career data to focus on who matters most.
🧠 Leverage Prospecting Triggers That Work - From job changes to liquidity events—learn when and how to reach out.
📈 Turn Clients into Referral Engines - Unlock hidden networks around your top clients and ask for intros with confidence.
⚙️ Automate Your Workflow - Set up a system to score leads, track alerts, and connect it to your CRM.
📊 Measure What Matters - Identify KPIs that drive growth—meetings, opportunities, and new AUM.
Speakers
Dan Cavanaugh - Moderator
Head of Wealth Management and Financial Advisory
Aidentified
Louis Calabrese - Panelist
Chief Marketing Officer
Robertson Stephens
Peter Farrington - Panelist
Wealth Advisor
UBS
Richard Ina - Panelist
Partner
NewEdge Wealth
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
Aidentified has been the most efficient in surfacing prospects based on their money in motion and making it easy to hyper-target based on companies and alumni. Cold outreach is a thing of the past.
★★★★★
Stephen Santangelo
Founder & President, Matriarch Wealth Management
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
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