Wealthfeed with Sam Kendree | E390
Bringing big data to organic growth.
In this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients. Sam discusses the origin of Wealthfeed, its development, and how the platform uses data to pinpoint life events that signal potential clients. The discussion includes practical advice on targeting prospects without appearing intrusive and the value of automated, compliant marketing. Tune in to learn how Wealthfeed leverages data to drive organic growth and add value to financial advisory practices.
Episode Highlights:
00:00 Introduction to FinTech Impact
00:03 Meet Sam Kendree of Wealthfeed
00:42 The Origin of Wealthfeed
02:20 How Wealthfeed Works
04:16 Targeting and Marketing Strategies
06:37 Best Practices for Advisors
14:30 Success Stories and Metrics
20:17 Future Plans and Data Enrichment
23:19 Challenges and Industry Insights
25:55 Conclusion and Final Thoughts
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Sam Kendree’s LinkedIn