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Leveraging Data for Growth
Episode 41 • 9th December 2024 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:58:55

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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 mining
  • Leveraging data across channels
  • Using data to identify advisory and planning prospects
  • Using data to right-size advisor books


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