AAM Business Development Roundtable - List Building: Strategies & Legalities

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

Presenters

Julia Marina, JD, CAMS, CIPP/US, CIPM, Manager Risk Advisory Services, Kaufman Rossin




Brian Falony, Director of Marketing, Brady Ware & Company

Ty Hendrickson, CPA, Founder, The Sales Seed