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.
