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Webinar

Smarter growth insights: Why your practice needs roles-based data

ON DEMAND

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You’ve embraced data. Now, how can you sharpen its use in your business? Learn the steps to make it simple and accessible for multiple roles in your firm, from principals to administrators, plus the structure and the tools you’ll need. Don’t worry, you don’t have to be a data scientist to tap into your firm’s critical insights – this webinar will show you how.

What you'll learn:

  • How to create a data-centered practice
  • How to develop roles-based insights
  • What tools can help you better understand data + AI

Speakers:

  • Justin Boatman, Chief Product Officer, Nitrogen 

  • Craig Iskowitz, CEO and Founder, Ezra Group

  • Kathy Crowley, Business Development, AdvisorEngine

  • Alex Wiens, Managing Director, Nitrogen

  • Grant Speer, Product Manager, AdvisorEngine
  • Suleman Din, Advisor Intelligence Lead, AdvisorEngine

 



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