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.
From "Advisor Talk with Frank LaRosa"
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