• Advice Architects Ep. 9 - Using Data to Power the Client Advisor Partnership, with Kendra Thompson

  • May 18 2023
  • Durée: 44 min
  • Podcast

Advice Architects Ep. 9 - Using Data to Power the Client Advisor Partnership, with Kendra Thompson

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  • Résumé

  • In this episode, we talk with Deloitte’s Kendra Thompson, a veteran of the wealthtech space, who discusses data-driven insights that can help advisory businesses with performance management, client acquisition, sales, and retention, and even the advice provided to clients. These insights provide not only a powerful evidence-based tool for understanding what is working and what isn’t, but can also be used to anchor spending, coaching, and incentivizing the actions that actually change outcomes in the field.
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