Aidentified

May 12, 2025

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

Webinar

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.

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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.

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How women are reshaping wealth (and why you should be paying attention)

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