The Data Collection Challenge

While advisors are good at providing advice, it’s difficult to get all the data needed to formulate that advice. It’s an issue that rests as much on clients as it does their advisors. So how do you get the precise details you need?

On this episode of the Elementality podcast, Chad and Reese discuss why collecting good data is difficult—and why it is so important. Technology may be able to fix the problem, but hear why advisors are often surprised to find out what device could offer the best solution.