Podcasts

Podcasts

•

•

Nov 25, 2025

Nov 25, 2025

•

•

4 min

4 min

Read

Read

The 2nd Price Auction: Perfectly Aligned Podcast

In Perfectly Aligned episode 2, Julian Franky (Head of Growth) and Matthew Hartmann (Data Scientist) break down the 2nd price auction—the model behind Datalign's advisor-client matching system. Learn why this approach creates better outcomes than traditional models and how it's revolutionizing the way advisors build sustainable practices.

IN THE NEWS
ADVISOR INSIGHTS
IN THE NEWS
ADVISOR INSIGHTS
IN THE NEWS
ADVISOR INSIGHTS
Julian Franky and Matt Hartmann
Julian Franky and Matt Hartmann
Julian Franky and Matt Hartmann

Table of contents

In this episode of Perfectly Aligned, Julian Franky (Director of Growth) and Matthew Hartman (Data Scientist) break down one of the core engines behind our platform—the second-price auction. If you're focused on organic growth and want to better understand how to attract ideal-fit clients without wasting time or budget, our team is here to guide you through it all—from determining true value to the onboarding and optimization process.

Watch Perfectly Aligned Episode 02

Our podcast is available on multiple platforms ranging from Apple Podcasts, to YouTube to Spotify — watch the video version below:

Listen to Perfectly Aligned

Perfectly Aligned is available wherever you get your podcasts! Whether its Apple Podcasts, Spotify or another podcast platform.

Perfectly Aligned Episode 02 Breakdown

In this episode, we guide you through:

  • How “second-price auctions” work—and how it impacts bidding strategy

  • What it means to bid your “true value” and how it affects cost

  • How to calculate return on investment using conversion rates, client cash flow and expected value

  • The role of geographic targeting and segment-specific pricing in campaign effectiveness

  • What top-performing advisory firms on Datalign do differently

  • Why partnering with an AI-powered platform is essential for scalable growth

Connect with Datalign Today

Lastly, financial advisors ready to accelerate growth through tailored client acquisition can contact our team at advisors@datalignadvisory.com.

Additionally, check out GEOs, our AI-Powered Geographic Expansion Engine for Financial Advisors.

Find the right advisor in under 5 min

Get matched for free

Get matched

Looking for more? Dive into our other blogs, updates and strategies

View all posts

Julian Franky and Matt Hartmann

Read more

Nov 25, 2025

•

The 2nd Price Auction: Perfectly Aligned Podcast

Podcasts

Julian Franky and Matt Hartmann

Read more

Nov 25, 2025

•

The 2nd Price Auction: Perfectly Aligned Podcast

Podcasts

Julian Franky and Matt Hartmann

Read more

Nov 25, 2025

•

The 2nd Price Auction: Perfectly Aligned Podcast

Podcasts

Datalign Advisory Team

Read more

Oct 8, 2025

•

Launching “Perfectly Aligned”: A Podcast at the Intersection of AI, Finance and Human Connection

Podcasts

Datalign Advisory Team

Read more

Oct 8, 2025

•

Launching “Perfectly Aligned”: A Podcast at the Intersection of AI, Finance and Human Connection

Podcasts

Datalign Advisory Team

Read more

Oct 8, 2025

•

Launching “Perfectly Aligned”: A Podcast at the Intersection of AI, Finance and Human Connection

Podcasts

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.