Foundational Series: Creating Data-Driven Sales & Marketing for Wealth Managers

Thursday, May 23rd, at 12:00 PM ET / 9:00 AM PT

How do I find more HNW and qualified clients? And which clients should I prioritize for increased investments? It’s harder than ever to find sustainable organic growth channels outside of M&A and talent acquisition.

Without the right data and strategy in place, wealth managers face substantial hurdles in increasing share of wallet, assessing Total Addressable Markets (TAM), and efficiently acquiring net new customers. Relying solely on first-party data is no longer sufficient. Modern wealth, liquidity, and life event data can help your organization go beyond first-party data to drive unparalleled segmentation, targeting, and engagement experiences. Incorporating these insights into workflows can improve lead generation and conversion rates while positioning your advisors to build lifelong client relationships.

Join Windfall’s Co-Founder and COO, Dan Stevens, and Director of Business Development, Josh Hall, to discover practical ways to incorporate wealth, liquidity, and life event data into your sales and marketing workflows to accelerate organic growth.

This session will explore:

  • How to incorporate wealth, liquidity, and life event data into your workflows
  • Strategies to fuel organic growth through new client acquisition and retainment
  • Opportunities to identify hidden gems (HNWIs) within your database - dormant leads, plan participants, or institutional partners with brand familiarity
  • Bonus: Leveraging Windfall’s data to conduct total addressable market analysis  

Please fill out the form to save your seat. We hope you and your team will join us!



Dan Stevens

COO & Co-Founder, Windfall

Josh Hall Email signature option 2

Josh Hall

Director of Business Development

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