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Saturday, June 15, 2024
HomeWealth ManagementDefining and Resolving the Business’s Knowledge Problem

Defining and Resolving the Business’s Knowledge Problem


When you consider your information, what involves thoughts? It’s in all probability not an individual or one other residing being – it’s in all probability not a persona, core values or a novel philosophy.

And perhaps that’s the issue. 

Our business as an entire is going through an information disaster. We’ve got greater than we want, however it nonetheless doesn’t really feel like sufficient, as a result of we haven’t recognized the way to arrange, handle and use it correctly. Know-how is a part of the reply, however the overarching resolution requires a dramatic shift in perspective. To take advantage of out of our information, to place it to work driving vital enterprise selections and higher outcomes for shoppers, we have to see information not as a stagnant asset, however as a residing one which wants oversight, nurturing, connections and care.

On this session, you’ll be taught:

  • Why our present accumulation-focused method to information isn’t working
  • The right way to implement a proactive information technique primarily based on safety, integrity, high quality and automation
  • The right way to centralize a ‘supply of fact’ in your small business
  • What you need to count on out of your tech supplier in relation to bringing your information to life

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by

 

 

Adrian Johnstone

President & Co-founder

Practifi

 

Davis Janowski – Host

Know-how Editor

WealthManagement.com

 

 

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