Internal Use Only
For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
Internal Use Only
RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO
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Dan S.
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Episode 61
Russ D'Argento is the Founder and CEO of Fintrx. He joins todays show to discuss:
- His experience selling funds into channels like RIAs , Family Offices, and Private Wealth Groups -- and how getting good prospecting data was hard to come by
- Why he founded Fintrx to make contact information and hundreds of other data points easily available for RIAs, FOs, and Private Wealth Groups
- How AI is embedded in their platform to easily build list, gather competitive intel, and prepare for meeting
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