In this episode of Data Planet, host Emma Davis interviews Ryan Walker, Demand Generation Lead at Savvy Wealth.

They explore how Savvy Wealth is modernizing the wealth management industry through an AI-native platform that helps independent financial advisors scale their businesses while maintaining ownership of their clients and practices.

Ryan shares how his experience across consumer brands, startups, and marketing technology shaped his approach to demand generation and growth.

He also explains Savvy’s B2B2C business model, its revenue-sharing approach, and how combining technology, investment management, marketing, and operational support creates value for independent advisors.

The conversation explores effective advisor acquisition strategies, including staying top of mind with prospects who may only be ready to make a transition 5% of the time, building a scalable and measurable marketing funnel, and maintaining acquisition efficiency as the business grows.

Ryan also discusses Savvy’s rapid expansion from $1 billion to over $10 billion in assets under management, the importance of diversifying growth opportunities, and why financial advisors create their greatest value through long-term planning, decision-making, and behavioral coaching rather than simply picking investments.

Savvy Wealth website: https://www.savvywealth.com/

In this episode of Data Planet, host Emma Davis interviews Chantele Machado, Director of Marketing at Legacy Group Capital.

They explore the challenges of scaling a marketing operation in a rapidly growing real estate investment and private lending business, where multiple audiences, diverse markets, and lengthy sales cycles require a strategic approach.

Chantele shares how Legacy Group Capital expanded from two markets to ten while building its marketing department from the ground up. She discusses how her team prioritizes marketing efforts across investors, builders, homeowners, and real estate professionals, using seasonality and audience behavior to determine when and where to invest in advertising.

She also explains how implementing a CRM, tracking lead sources, and measuring average cost per lead and conversions have helped the team better understand marketing ROI despite extended customer journeys.

From identifying radio as a high-performing channel for investor acquisition to adapting campaigns around seasonal trends and market opportunities, Chantele offers practical insights into building scalable marketing systems, improving attribution, and navigating growth in a dynamic real estate industry. Learn more about their approach to real estate investment, private lending, and business growth.

Legacy Group Capital website: legacyg.com

In this episode of Data Planet, host Emma Davis interviews Keith Helfrich, Founder and Managing Director of Action (The Action Company).

They explore how organizations can build AI-ready data architectures and why clean, well-structured data is essential for successful AI adoption.

Keith shares his ground-up approach to solving complex enterprise data challenges, explaining how dimensional data modeling, semantic layers, and business ontologies help connect information, business rules, and organizational knowledge. He also breaks down the difference between data architecture and information architecture, highlighting how businesses can eliminate data silos and create consistency across systems.

The conversation explores how organizations can turn tribal knowledge into structured information that AI agents can understand and act on, as well as how combining deterministic processes with probabilistic large language models can make AI-powered analytics more reliable. Keith also shares practical advice for startups and mid-sized businesses, emphasizing the importance of starting with foundational data practices, prioritizing high-impact goals, and following a “slow is smooth, smooth is fast” approach to building scalable systems.

Action website: https://action.co