Leveraging Data for Growth

09/12/2024 58 min Episodio 41
Leveraging Data for Growth

Listen "Leveraging Data for Growth"

Episode Synopsis

In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following: Taking an active approach to data miningLeveraging data across channelsUsing data to identify advisory and planning prospectsUsing data to right-size advisor books