The AdviserTech Show

Ep8: What it means to be ”data driven”


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In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks with Carla Langley from Progeny Group. 

Carla discusses what it means to be "data driven". Instead of making assumptions about your business and clients, it's important to start to place business decisions, strategy, and output on real, tangible data. 

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The AdviserTech ShowBy moneyinfo