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The Advisor Marketing Blind Spot: Mike Barrasso on Intent Data, AI Outreach, and Finding Clients Before They Call

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Manage episode 524393505 series 3383922
Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Lead-Lag Live, I sit down with Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advisor growth: knowing who is researching you before they ever reach out.

From intent data and website visitor identification to compliant AI-driven outreach, Barrasso explains how advisors can stop wasting marketing spend and start engaging prospects at the exact moment they are actively looking for help.

In this episode:
– Why over 90 percent of advisor website traffic disappears without a trace
– How intent data reveals who is actively researching wealth management topics
– The difference between cold prospecting and warm, high-probability outreach
– How AI can personalize compliant emails at scale for advisors
– Why better data changes how advisors grow in a competitive market

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

#LeadLagLive #WealthManagement #FinancialAdvisors #AI #MarketingStrategy #FinTech #DigitalMarketing #Markets

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V

Support the show

  continue reading

Chapters

1. Compliance Guardrails For AI Outreach (00:00:00)

2. Holiday Merch Giveaway Details (00:02:37)

3. The Blind Spot In Advisor Marketing (00:03:55)

4. Founder Story And Market Gap (00:05:55)

5. Why Visitors Leave Without Contacting (00:10:05)

6. What Intent Data Really Means (00:12:47)

7. AI That Writes Fully Personal Emails (00:16:05)

886 episodes

Artwork
iconShare
 
Manage episode 524393505 series 3383922
Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Lead-Lag Live, I sit down with Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advisor growth: knowing who is researching you before they ever reach out.

From intent data and website visitor identification to compliant AI-driven outreach, Barrasso explains how advisors can stop wasting marketing spend and start engaging prospects at the exact moment they are actively looking for help.

In this episode:
– Why over 90 percent of advisor website traffic disappears without a trace
– How intent data reveals who is actively researching wealth management topics
– The difference between cold prospecting and warm, high-probability outreach
– How AI can personalize compliant emails at scale for advisors
– Why better data changes how advisors grow in a competitive market

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

#LeadLagLive #WealthManagement #FinancialAdvisors #AI #MarketingStrategy #FinTech #DigitalMarketing #Markets

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V

Support the show

  continue reading

Chapters

1. Compliance Guardrails For AI Outreach (00:00:00)

2. Holiday Merch Giveaway Details (00:02:37)

3. The Blind Spot In Advisor Marketing (00:03:55)

4. Founder Story And Market Gap (00:05:55)

5. Why Visitors Leave Without Contacting (00:10:05)

6. What Intent Data Really Means (00:12:47)

7. AI That Writes Fully Personal Emails (00:16:05)

886 episodes

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