The Power of Trends and Patterns

Overview

Finding trends in data is a highly valued skill for an advisor. Read why and how you can harness this skill to build your offering.

In this guide you'll learn

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  Why it's more important to go narrow instead of going wide
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  The link between becoming an expert and the impact your 'Yes' has
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  Why benchmark data is more important than client data alone
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  Why approximations and imprecisions are undervalued in advisory