Data is an important theme in all types of businesses, especially wealth management. In this episode, we explore the intersection between data and instinct. How wealth management entrepreneurs use benchmarks and quantitative information to track activity and drive results. Steve and Nikolee illustrate these themes through personal and professional stories.
Guest Speakers: Steve Tenney, Founding Partner & Chief Executive Officer at Great Diamond Partners and Nikolee Turner, Managing Director, Business Consultant, Advisor Services at Charles Schwab.