Improving the Client Experience Using Advisor Team Data With John Pumphrey
Aug 30, 2021•15 min•Transcript available on Metacast Episode description
In this episode of The Data Possible Podcast, SalesPage Technologies’ director of sales enablement solutions, John Pumphrey, discusses advisor team data including what it is, how much information is available, and how you can leverage it in your day-to-day business practice. He also talks about their new partnership with Discovery Data and how it will … Continue reading Improving the Client Experience Using Advisor Team Data With John Pumphrey →
