Are your prospecting efforts stuck in neutral?

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‍Join us for a tactical, data-driven session built exclusively for independent financial advisors and RIA firm leaders ready to scale smarter—not harder.

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🗓 Date: October

🕒 Time: 12pm EST / 8am PST

📍 Location: Virtual (link provided upon registration)

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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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Why Attend?

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Whether you’re solo or scaling, this webinar will give you:

• Proven templates, scripts, and frameworks
• A practical roadmap for building your weekly prospecting rhythm
• Tools to act on real-time wealth and career signals
• A preview of how platforms like Aidentified help bring it all together

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Save Your Spot Now

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Seats are limited to ensure interactivity.