How retirement plan data can create sales opportunities

Mark Smith, founder and CEO of MiEdge, returns to  The ShiftShapers  Podcast, to continue our conversation about Big Data. In this episode, Mark focuses on the use of retirement plan data to create opportunities that help advisors deliver value to prospects and clients.

 

Mark describes new techniques that allow benefit advisors to access massive amounts of publicly available data while easily visualizing potential prospect relationships. We also discuss how you can interface your data findings with LinkedIn to help create offensive and defensive strategies that deepen and strengthen existing client relationships.

 

Check back  here every Tuesday, or subscribe to ShiftShapers at  iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at  www.shiftshapersonline.com.