In this episode of The Growth Studio, Brendan McCurdy, Managing Director and Head of Marketing & Research at Ares Wealth Management Solutions, shares how Ares is embedding intelligence into everyday distribution to help sales and marketing teams focus on what truly drives growth.
With more than 300,000 advisors across the U.S. and only a few dozen sales professionals, Ares faced what Brendan calls a “numbers problem.” The firm needed to scale outreach and relevance without adding headcount, so they turned to TIFIN AMP to operationalize intelligence directly within Salesforce.
Brendan discusses why Ares chose a specialized, Salesforce-native approach over a generic AI platform or in-house build, how marketing engagement signals now inform next best actions, and what early wins from their pilot reveal about the power of unifying data, feedback, and human expertise.
Key Highlights
- Why Ares made distribution intelligence a strategic priority
- How AI-driven insights help teams focus on the right advisors at the right time
- How marketing engagement and field feedback work together to continuously refine outreach
You can also listen to the podcast on Spotify.
Let’s keep growing together.