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Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Making Your Data Work for You

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Manage episode 491314434 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

270 episodes

Artwork
iconShare
 
Manage episode 491314434 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

270 episodes

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