Data, the right data, in the right presentation, is the skeleton key that can unlock the next level of advisor performance.
Our panel will explore what works, what doesn’t work, and the pitfalls that can derail efforts (and the secrets to avoid them). And most importantly, how to secure advisor buy-in and deliver results through engagement.
Learn how the right mix of data, insights, incentives and support will level up your data game.
This panel will be moderated by Craig Iskowitz, founder of Ezra Group and will feature the following industry leaders:
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