Description
Your firm collects an enormous amount of data. Let’s talk about how using data can help you determine where and how to invest your business development time to see your best results. Data can help you identify client (and prospect) needs, uncover cross‐serving opportunities, and find new clients, so you can proactively bring advisory ideas to almost any situation.
After completing this course, participants will be able to:
⦁ Find the data that their firm possesses
⦁ Generate ideas to gather the data they need
⦁ Effectively leverage data