The Value of First-Party Data

First-party data… as in the data you own on your clients and prospects… is one of your greatest assets as a financial advisor.

Purchased data is often irrelevant and untailored to the important questions you want answered about your prospects and their preferences. This is why every financial advisor should make first-party data on their clients and prospects, especially as platforms crack down on privacy laws, a top priority.

Watch as Marcus Roth, Senior Director of Data, Automation, and Content, discusses the relevance and power of first-party data for financial advisors.