Education

Four Kinds of Non-Financial Data for Game-Changing Reports
Education
October 24, 2019

Four Kinds of Non-Financial Data for Game-Changing Reports

Money doesn’t move by itself. Outside the P&L and the balance sheet, there’s a host…
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Tree with leaves changing colour
Education
October 18, 2019

Five Ways to Manage Change in Your Practice

You’ve been to the keynotes, the conferences, and the webinars. Maybe you’ve even read the…
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figure out what your clients really want
Education
October 7, 2019

How to Figure Out What Your Clients Really Want

We’re always talking about how chata.ai can help financial professionals serve their clients better by personalizing…
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