The Data Possible Podcast: Episode #8

How Data Helps Grow Your Business in the Financial Services Industry With Kate Healy

In this episode of The Data Possible Podcast, board member of the Foundation for Financial Planning and Invest in Others, reflects on how the financial services industry has evolved over the past few decades, why financial literacy and education is key for grooming the next generation of professionals, and the ways measuring marketing can make a difference to an advisor practice.

You will learn:

  • Why financial education is so important for a young professional’s career path
  • How taking advantage of data turns your marketing into a science
  • What data points you should be collecting
  • How financial literacy and financial education help bring in a diverse workforce
  • How advisors can give back

Resources: Discovery Data | Invest in Others | Advisorpedia