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The Advisor Marketing Blind Spot: Mike Barrasso on Intent Data, AI Outreach, and Finding Clients Before They Call
Manage episode 524393505 series 3383922
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
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
Manage episode 524393505 series 3383922
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
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
All episodes
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