How advisors can accelerate referrals

Dan Cavanaugh

Chief Revenue Officer, Head of Wealth and Financial Advisory

read

Copy URL

February 1, 2025

Table of Contents

Join thousands of users leveraging AI to reveal opportunities they never knew existed.

Try for free today!

‍

Your best clients can introduce you to your best prospects. In this video, we’ll show you how top financial advisors use our prospecting tool to get dozens of referrals from their existing clients—warm leads that close fast and close consistently. Want a one on one demo? Reach out here and we’ll show you how it works.

‍

Dan Cavanaugh

Financial Technology executive with extensive experience in the development, sales, and implementation of leading products in the Wealth & Asset Management Industry, Regular speaker and global conferences on financial services & technology trends, and Certified Public Accountant

Recently published

News

The Aidentified Starter Plan: Relationship intelligence and wealth insights, optimized for flexibility

Designed for financial advisors and professionals who want a more flexible path to smarter organic growth, the new Aidentified Starter Plan is only $49/month. It brings together Aidentified’s premium data, AI-powered relationship mapping, and wealth intent signals all at a fraction of the cost compared to traditional prospecting solutions.

Webinar

Webinar: Data-Driven Strategies for Client Prospecting and Retention

A tactical discussion for independent financial advisors and RIA firm leaders looking to understand how data and new technology help win and retain clients in an increasingly competitive landscape.

Insight

Women’s Wealth and the U.S. Economy

For decades, wealth conversations have largely overlooked women, but that’s changing. Women are not only earning and inheriting more wealth than ever before, but they’re also shaping how wealth is built, invested, and used.

Reveal the power of your network with Aidentified’s industry-leading AI.

Discover how Aidentified can transform your specialty services business. Contact us today for a personalized consultation and demo.

Explore demo