Any Suggested External Data Enrichment Sources To Qualify Cold Leads?
DATA TO QUALIFY THAT THE COLD LEAD IS OF INTEREST TO THE ADVISOR (i.e. type of leads are they looking for). •High Net Worth •Employment Company •Employment Industry •Occupation •Gender •Zip code or neighborhood •Specific associations? DATA TO PERSONALIZE CONTENT & images, or to target the campaign based on data of the lead What data would be helpful to personalize campaigns •Gender •Age •Occupation •Interests •Household count, identities •Education