Advisors spend their days thinking about their clients – who they need to reach out to, what changes they should make to client portfolios, financial plans that need adjustments. Rarely do advisors recognize that data can influence and improve all of these activities.
Alongside the white paper – authored by Joel Bruckenstein and John O'Connell – and webinar, we'll send advisors a worksheet that RIAs can bring to third-party vendors to determine what data is owned and how to leverage data for their business.
This material is not intended to be relied on as investment advice and does not constitute a recommendation of any particular investment or investment strategy or an inducement to buy or sell any securities. The opinions expressed herein are those of the interviewee and interviewer and do not necessary reflect the opinion of Trade-PMR, Inc. Any opinions expressed are as of the date of this broadcast and are subject to change, without notice. Any reliance on the information herein is done solely at the discretion of the viewer. Joel Bruckenstein and John O’Connell are not affiliated or associated with Trade-PMR, Inc.
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