Unlocking Organic Growth: A Blueprint for Advisors to Automate a Growth Machine with Money-in-Motion Data and Direct Mail

How do you maximize your potential as a financial professional and generate new leads? Special guest Rylan Folts, Cofounder of WealthFeed joins ReminderMedia President Luke Acree in this exclusive webinar to explain how AI can revolutionize your practice, allow you to find niche prospects and how to better nurture your current database!

In this 30 minute webinar recap, you will:

  • Learn how to aggregate outside client assets and increase client retention utilizing AI.
  • Discover how life events and money emotion catalysts can be pivotal in connecting with clients at the right moment.
  • Gain insights into foster long-lasting relationships with clients by staying attuned to changes in their lives.