Leveraging AI for Financial Advisory Success | Quinn Palmer from interVal

In this episode, we welcome Quinn Palmer, Growth Marketer at interVal, a company that revolutionizes financial data analysis for accounting firms, financial institutions, and wealth management firms.  Quinn shares insights into interVal's innovative approach to uncovering valuable opportunities for small to medium enterprises using AI and automated data discovery. She discusses their marketing strategies, including the importance of website optimization, effective lead generation techniques, and the power of community in B2B marketing.  Quinn also offers valuable advice on staying updated with industry trends and emphasizes the significance of building genuine connections in the business world.