AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
The Future of Lead Optimization in Real Estate, Insurance, and Beyond - with Wilbur Swan of Catchlight Insights
AI in Financial Services Podcast
How to Engage With a Financial Advisor
We're analyzing and making sense of for the advisor, literally over 1,000 data points. We boil it down to basically five cards of information that are key ones they want to be able to think about. And then beyond that, in terms of what to do next with that person, we provide a basically a profile page for each prospect.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode