How Powerful Data Can Supercharge Organic Growth with Matt Reed

Episode 116: This week, Kyle Van Pelt talks with Matt Reed, Chief Revenue Officer at Powerlytics. Matt brings 20 years of wealth management experience to Powerlytics, including leadership roles at Skience, eMoney Advisor, and Brightscope | ISS. At Powerlytics, Matt oversees the sales and marketing teams and leads the company's revenue-generation strategy and execution.

Matt talks with Kyle about the power of data in driving organic growth. He explores the struggle of finding the right target and why “who and where” matter in prospecting. Matt also shares how Powerlytics' data-driven targeting and wealth platform can help find the next ideal client, define the Ideal Client Profile (ICP), and tailor outreach for maximum effectiveness.

In this episode:

(00:00) - Intro

(01:53) - Matt's money moment

(04:08) - The struggle for organic growth

(08:13) - The “who” and the “where” of prospecting

(10:36) - How Powerlytics' TrueWealth platform works

(15:54) - Using data to target specific niches

(17:45) - Using Powerlytics as a solo advisor or marketing team

(20:49) - Where Powerlytics sits in the wealth-tech ecosystem