Learn how to drive results and make informed
Insights to Intelligence: How to Become a Data Driven Advisor
Thursday, December 05, 2019 at
During this webinar, Hailey Casper, chata.ai’s Customer Success Manager, will be joined by industry experts, Richard Roppa-Roberts of Quasar Cowboy and Madeline Pratt of Fearless in Training. Together, they’ll discuss what it means and what it takes to become a Data Driven Advisor, why unearthing insights and offering actionable intelligence matters, and what advice they have for other modern financial professionals who are ready to take on a data driven approach in their own practice.