Welcome back to another episode of The Customer Journey!
In this episode, Greg and Mike will talk about the importance of data analytics for financial advisors. Reaching the right people, at the right time, and in the right ways is critical in helping advisors fully optimize their sales infrastructure. But it’s easier said than done. So tune in to learn how data and timing go hand in hand.
If this is something you’re missing, learn how Simplicity Lone Beacon can help you get started!
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