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Improving the Client Experience Using Advisor Team Data

In this episode of The Data Possible Podcast, SalesPage Technologies’ director of sales enablement solutions, John Pumphrey, discusses advisor team data including what it is, how much information is available, and how you can leverage it in your day-to-day business practice. He also talks about their new partnership with Discovery Data and how it will benefit asset managers. In this episode, you will learn:

  • What is advisor team data and who uses it
  • Where does team data come from and how often does it change
  • The challenges firms face with managing and keeping team data up to date
  • How data can help sales teams make strategic decisions, determine ROI on campaigns, and demonstrate value