Why Wealth Data is Really Hard
Tuesday, October 29th, at 1:00 PM ET / 10:00 AM PT
Are you using wealth data in your sales and marketing workflows? Does it rely too much on real estate? Are you finding issues with assigning the right assets to the right individual?
Knowing which prospects and clients have the most potential is essential for organizations to focus their sales and marketing efforts. Unfortunately, it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate.
In this webinar, Windfall's SVP of Business Operations, Jason Cook, and Director of Business Development, Jon Bieler, will be exploring:
- Historical approaches to data and why some wealth estimates tend to be inaccurate
- The 4 V's of data and why it is challenging to maintain accuracy
- Examples of data sources that are tough to analyze or incorporate in wealth analysis
- Newer approaches to wealth data and how you can supercharge your sales and marketing efforts in 2024
- Bonus: Discover the benefits of incorporating career intelligence into your go-to-market strategy
Please fill out the form to save your seat. We hope you and your team will join us.
Presenters
Jason Cook
SVP of Business Operations, Windfall
Jon Bieler
Director of Business Development, Windfall