Finding more prospects isn’t the hard part anymore. The real challenge is finding the right people, knowing what to do with the data, and turning it into real conversations.
In this webinar, Charlie Van Derven, Fractional CMO and founder of Social Advisors, and Cole Cummings, Marketing Director at AdvizorPro, explain how asset managers can use AI, better data and automation to improve prospecting and create more qualified opportunities.
In this session, you’ll learn how to:
✅ Build more targeted prospect lists
✅ Use AI to research and prioritize opportunities
✅ Turn prospect data into smarter outreach
✅ Connect data with CRM and follow-up workflows
✅ Reduce manual prospecting work through automation
✅ Create more consistent business development activity
Cole walks through how AdvizorPro helps asset managers, ETF issuers and wealthtechs identify and organize the right prospects. Charlie then shows how to connect that data to practical growth and marketing workflows that lead to meetings.
If you want to spend less time searching for prospects and more time talking with the right people, this one’s worth watching.
🔗 Learn more about Social Advisors: www.social-advisors.com
🔗 Learn more about AdvizorPro: www.advizorpro.com
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