Wealthfeed with Sam Kendree

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Fintech Impact

Jason Pereira

400 episodes

2 days ago

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole.

Hosted on Acast. See acast.com/privacy for more information.

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Hosted on Acast. See acast.com/privacy for more information.

Business

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Wealthfeed with Sam Kendree | E390

Fintech Impact

26 minutes 51 seconds

2 months ago

Wealthfeed with Sam Kendree | E390

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.

Hosted on Acast. See acast.com/privacy for more information.