May 12, 2025

Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

Discover a new era of prospecting with Aidentified, our AI-powered prospecting tool. Find thousands of warm leads—no more cold calling required. In this webinar, originally hosted by WealthManagement.com, Ronak Amin, Head of Customer Success, shows you how to build precise, targeted prospect lists using over 150 data points, including career history, wealth segments, income, and location. Plus, you’ll see how AI-powered relationship mapping reveals the warmest connection path to your ideal prospects. Whether you're an experienced advisor or just starting out, this webinar will show you how you can transform your prospecting strategy today.

Recently published
Insight
The Wealth Network Intelligence Playbook for RIAs
This free, interactive playbook introduces a smarter prospecting approach built for modern financial advisors. Specifically designed for RIAs, it shows you how to use real-time data, network intelligence, and automation to uncover your next best clients—faster and with more confidence.
Read more
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.
Read more
News
Advisors Face a Turning Point in Wealth Transfer
A generational shift in wealth is underway, representing both a massive opportunity and a risk for advisors who aren’t adequately prepared.
Read more

Leverage our expertise.

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