AAM Business Development Roundtable - List Building: Strategies & Legalities

When:  Dec 3, 2020 from 11:00 AM to 11:45 AM (ET)

In this business development roundtable, we will discuss common questions around building lists for prospecting and business development. While list building is one of the oldest and most common strategies for prospecting, the way lists can and should be used has changed in recent years. This session will address the following topics:

  • Best practices for list building and use cases
  • Legalities and considerations when using lists for prospecting and business development
  • Technology that can be used to help build lists


HeadshotHiRez_Julia_Marina%201.jpgJulia Marina, JD, CAMS, CIPP/US, CIPM, Manager Risk Advisory Services, Kaufman Rossin

Brian_Falony.jpgBrian Falony
, Director of Marketing, Brady Ware & Company

headshots-37.jpgTy Hendrickson, CPA, Founder, The Sales Seed


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