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Retirement Planning > Retirement Investing

Using retirement plan data to target benefits prospects

By David A. Saltzman

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

The CEO of MiEdge also describes new ways that benefit advisors can easily visualize potential prospect relationships from massive amounts of publicly-available data. 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.  

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