Tapping the Power of Your Firm’s Data in a Down Market
John O'Connell2024-06-20T19:54:53+00:00
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John O'Connell
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Data Management, Practice Management
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Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.