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

Dan Cavanaugh

Chief Revenue Officer, Head of Wealth and Financial Advisory

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Published on

May 12, 2025

Updated on

March 24, 2026

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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!

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.

Aidentified has been the most efficient in surfacing prospects based on their money in motion and making it easy to hyper-target based on companies and alumni. Cold outreach is a thing of the past.

★★★★★

Stephen Santangelo

Founder & President, Matriarch Wealth Management

We got a closed-won against all odds on someone with a liquidity event. This wouldn’t have happened if it weren’t for Aidentified.

★★★★★

Richard Ina

Partner - AAMS, NewEdge Wealth

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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

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