This training will build your knowledge and confidence in using data as a tool to improve programs, understand needs, showcase successes, and meet reporting requirements. We’ll explore ways that data ...

Healthy data collection is the process of collecting, organizing and utilizing data in a legal, honest and safe manner. It’s an approach to data that is in everyone’s interest. When a business has ...

The Pro Farmer Crop Tour‘s data-gathering methods are disciplined and produce consistent results. Results from the Tour have a big impact on Pro Farmer Newsletter’s annual crop production estimate ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...