Join our webinar to discover a new era of prospecting with AI-powered tools that help you find thousands of warm leads—no more cold calling required.

Industry experts will show how to build accurate, targeted prospect lists using over 200 data points, including career history, wealth segments, income and location. Plus, you'll see how AI-powered relationship mapping reveals the warmest path to connecting with your ideal prospects. Whether you're an experienced advisor or just starting out, this webinar will transform your prospecting strategy so you can land cold calls.

Key relationships:

• Find the perfect fit: Find out how to create personalized customer lists in minutes using over 200 attributes
• Warm Earnings: Learn about AI-powered relationship mapping points to find the warmest pitch path for your top prospects
• Verified Contacts: Access verified personal and professional emails and mobile numbers for your most valuable data

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Sponsored by

Ronak Amin
VP of Customer Success
Identified