Data strategy for financial advisory businesses

July 23rd, 2024 | Viewpoint

Data Strategy for Financial Advisory Businesses

By Gary Shepherd

After Sprint Enterprise conducted research titled ‘data essentials for advisory firms’, I started to wonder, how many advisory firms have a data strategy.  

In this article, I outlined my thoughts on why data strategy is essential, where to start, what you can achieve, and how data can enhance your business’s value from inception to exit. 

Read the complete article on LinkedIn: Data strategy for financial advisory businesses

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