Data question.
Starting to work on a data strategy framework for RIAs. What I would like to know, what do you want do with your data, but you can’t? This can be across all aspects of your firm (I.e, CRM data, facial planning data, client communications dat, etc.)
2
2 comments
Timothy Bickmore
1
Data question.
RIA Operators
skool.com/ria-os
Welcome!
👨‍👨‍👧‍👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
powered by