Webinar: Data-Driven Strategies for Client Prospecting and Retention

Get access to the webinar

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Are your current prospecting tactics helping you win or holding you back?

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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.

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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.
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We explore why defining your Ideal Client Profile (ICP) is no longer optional, and how targeted outreach is replacing outdated cold-email tactics.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:

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🔎 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.

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Speakers

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Dan Cavanaugh - Moderator

Head of Wealth Management and Financial Advisory

Aidentified

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Louis Calabrese - Panelist

Chief Marketing Officer

Robertson Stephens

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Peter Farrington - Panelist

Wealth Advisor

UBS

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Richard Ina - Panelist

Partner

NewEdge Wealth