Latest / Advisory Secrets with Deb Halliday
From Data to Insight: Mastering the Art of Financial Advisory
Episode 5 Show Notes
Turning Data Into Insight
Summary
In this episode of Advisory Secrets, Deb Halliday explores one of the most important shifts in advisory work. Moving from reporting data to creating insight.
Accountants and bookkeepers already have access to a huge amount of financial information. From reports and forecasts to dashboards and performance metrics. But data on its own does not create value.
Insight does.
Deb explains how the real role of the advisor is to interpret what the numbers mean and translate them into something useful for the client. Not just what has happened, but…
The skinny
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