Key highlights include:-Why most advisors pause when asked: “How is your data helping you make better decisions?”-The difference between basic CRMs and scalable platforms - and how to choose what’s right for you.-How automations and integrations can cut onboarding times from 15 minutes to 3.-The importance of a "Jedi Health Check" for your firm’s data and tech stack.-What to prepare before your first discovery call with a consultant.Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth.Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.

Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm’s data and tech stack. -What to prepare before your first discovery call with a consultant. Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth. Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.

Making Your Data Work for You

Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.

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Making Your Data Work for You

Making Your Data Work for You

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