Data Aggregation for Dummies - Tips for Financial Advisor and Wealth Managers from Lone Beacon

Businesses that know how to successfully aggregate their own data, and the data from the world around them, have a BIG advantage over their competitors. But why is it overlooked?

Here are a few reasons: It’s misunderstood, it’s time-consuming, and it seems inaccessible for businesses large and small.

2022 was a great year for our company when it came to collecting and learning from data. It empowered us and it empowered our clients. We break down a complicated process by using DALA, an acronym for Data, Analytics, Learning, Action.

This video teaches you what that means in practice. Watch and learn.

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