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Turning compliance data into innovative advisory services

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Manage episode 288183739 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it all that we should be using? Do clients really want to be looking backwards each quarter and discussing items they cannot change? Further, what happens if a firm cannot correlate the compliance data into advisory services? This webinar will concentrate on how to profit from compliance delivering innovative advisory services from compliance data. Presented by: Mark Holton, Smithink
  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 288183739 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it all that we should be using? Do clients really want to be looking backwards each quarter and discussing items they cannot change? Further, what happens if a firm cannot correlate the compliance data into advisory services? This webinar will concentrate on how to profit from compliance delivering innovative advisory services from compliance data. Presented by: Mark Holton, Smithink
  continue reading

67 episodes

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