The Wealth Network Intelligence Playbook for RIAs
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Increase your financial advisor pool of candidates
Join thousands of financial advisors leveraging AI-powered relationship intelligence.
Try for free today!Get the free playbook: Download here
Today’s most successful advisors aren’t relying on cold lists, generic outreach, or luck. They’re leveraging real-time insights, relationship intelligence, and automation to grow smarter and faster. But most firms still lack a clear, modern framework to make that shift.
We created this playbook because prospecting has changed—and the tools, tactics, and expectations for RIAs have evolved.
It’s a step-by-step resource built for advisors who want to cut through the noise, uncover warm opportunities hiding in their networks, and turn data into meaningful, measurable growth. If you’re ready to stop guessing and start connecting with the right people at the right time, this playbook was made for you.
What You’ll Learn:
Define Your Ideal Prospect Profile (IPP)
Zero in on who your best clients really are—and how to find more of them.
Unlock Your Hidden Network
Discover high-value connections hiding in plain sight.
Master Trigger-Based Outreach
Act on the moments that matter most: job changes, liquidity events, and board appointments.
Build a Repeatable Prospecting Workflow
Turn 15 minutes a day into measurable pipeline growth.
Activate Your Clients as Referral Engines
Use smart mapping to scale warm introductions with ease.
Who It’s For
- Independent RIAs
- Advisory teams at small to mid-sized firms
- Sales leaders at larger institutions
- Anyone looking to grow their book with less guesswork and more relevance
Click here to download your free copy of the RIA Wealth Network Intelligence Playbook and take the first step toward smarter, more scalable growth.
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
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
FAQ: tienes duda alguna?
Yes. You don't need an established book of business to get value from Aidentified. The platform searches 300M+ consumer and 90M+ professional profiles, so you can identify and research prospects even if they're not in your existing network yet. Relationship mapping becomes more powerful as your network grows, but the prospecting and wealth events features work from day one regardless of where you are in building your practice.
Aidentified maintains a 100% fill rate on wealth and income ranges across all profiles in its database, which means that every profile includes a wealth estimate. Our income and wealth models are built using a proprietary set of signals drawn from hundreds of consumer and professional data sources, including factors such as career information, property ownership and values, geographic indicators, equity holdings, and other wealth-related attributes. Profiles are updated continuously as new data becomes available through Aidentified's six-layer verification process.
Yes. Aidentified integrates with Salesforce, HubSpot, Redtail, and Lofty. You can sync your existing contacts, enrich prospect profiles automatically, and receive wealth events alerts directly within the CRM you already use. Enterprise clients also have access to direct API integration for custom data pipelines.
FINNY predicts which prospects are most likely to convert based on their browsing behavior and assigns each one a score. Instead of scoring prospects, Aidentified builds a complete picture of who they are, what's changed in their financial life, and who in your network can introduce you. Where FINNY helps you decide who to call, Aidentified helps you understand who you're calling, when to reach out, and how to get there through a warm introduction.
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.
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