New free resource gives advisors a modern framework to grow smarter, faster, and more efficiently amid massive wealth transfer
BOSTON, Sept. 8, 2025 /PRNewswire/ — Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, today announced the release of The Wealth Network Intelligence Playbook, a free step-by-step guide designed for Registered Investment Advisors (RIAs) and advisory teams looking to modernize their prospecting approach.
Data show just how inefficient cold calling has become, with professionals in financial services making an average of 65 calls for a single sale. This conversion rate of just 1.54% is below the average cold call conversion rate of 2.35% across numerous industries.
“Traditional cold lists and generic outreach simply don’t work anymore,” said Tom Rauker, Co-CEO of Aidentified. “The most successful advisors are leveraging real-time insights, relationship intelligence, and automation to drive growth. Yet many firms still lack a clear framework to make that shift. This playbook was created because prospecting has fundamentally changed, and RIAs need practical strategies to cut through the noise, uncover warm opportunities in their networks, and turn data into meaningful, measurable growth.”
Key insights from the playbook include:
- Define Your Ideal Prospect Profile (IPP): Zero in on who your best clients really are—and how to find more of them.
- Unlock Your Hidden Network: Discover high-value connections hiding in plain sight.
- Master Trigger-Based Outreach: Act on the moments that matter most, like job changes, liquidity events, and board appointments.
- Build a Repeatable Prospecting Workflow: Turn just 15 minutes a day into measurable pipeline growth.
- Activate Your Clients as Referral Engines: Use smart mapping to scale warm introductions with ease.
Since 2017, Aidentified has unified millions of consumer and professional profiles to give financial services professionals unparalleled access to prospective clients through a network of warm leads. In the midst of today’s historic wealth transfer, and as more inheritors seek new financial advisors, Aidentified’s data platform and educational resources offer a cost-effective, time-efficient way for advisors to identify, engage, and build meaningful relationships with the next generation of clients.
Independent RIAs, advisory teams at small to mid-sized firms, and sales leaders at larger institutions can grow their book with less guesswork and more relevance. Download the free Wealth Network Intelligence Playbook.
To learn more about Aidentified, visit https://www.aidentified.com/.
About Aidentified
Aidentified helps financial services professionals create relationships that matter. As a leader in AI-powered relationship-based prospecting and first party data enrichment, our platform combines professional and household data to offer a 360º view of clients and prospects, along with the best path for engagement. With our proprietary algorithms and relationship cloud functionality – fed by 260M+ consumer profiles combined with 75M+ professional profiles and powered by the latest AI and machine learning techniques – Aidentified provides organizations with unparalleled insights into customer and prospect analytics, real-time wealth events and nuanced relationship mapping.
Aidentified was recognized by the SIIA CODIE awards as Best Industry Contact Relationship Management Solution in 2024, as “One to Watch” in Snowflake’s 2023 Modern Marketing Data Stack Report, and was featured on WealthTech100’s 2024 list of the world’s most innovative WealthTech companies.
Aidentified was founded in 2017 and is headquartered in Boston. For more information, visit https://www.aidentified.com/ and connect with us on LinkedIn.
SOURCE Aidentified