Making Your Data Work for You

Advisor Talk with Frank LaRosa · Jun 28, 2025 · 21m

Key highlights include:

-Why most advisors pause when asked: “How is your data helping you make better decisions?”

-The difference between basic CRMs and scalable platforms - and how to choose what’s right for you.

-How automations and integrations can cut onboarding times from 15 minutes to 3.

-The importance of a "Jedi Health Check" for your firm’s data and tech stack.

-What to prepare before your first discovery call with a consultant.

Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth.

Ready…