When you consider your information, what involves thoughts? It’s in all probability not an individual or one other dwelling being – it’s in all probability not a persona, core values or a singular philosophy.
And possibly that’s the issue.
Our business as a complete is going through a knowledge disaster. We have now greater than we want, but it surely nonetheless doesn’t really feel like sufficient, as a result of we haven’t recognized the right way to arrange, handle and use it correctly. Know-how is a part of the reply, however the overarching answer requires a dramatic shift in perspective. To take advantage of out of our information, to place it to work driving crucial enterprise choices and higher outcomes for purchasers, we have to see information not as a stagnant asset, however as a dwelling one which wants oversight, nurturing, connections and care.
On this session, you’ll study:
- Why our present accumulation-focused method to information isn’t working
- Learn how to implement a proactive information technique based mostly on safety, integrity, high quality and automation
- Learn how to centralize a ‘supply of fact’ in your corporation
- What you need to count on out of your tech supplier with regards to bringing your information to life
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Adrian Johnstone
President & Co-founder
Practifi
Davis Janowski – Host
Know-how Editor
WealthManagement.com
