This training will build your knowledge and confidence in using data as a tool to improve programs, understand needs, showcase successes, and meet reporting requirements. We’ll explore ways that data ...

Healthy data collection is the process of collecting, organizing and utilizing data in a legal, honest and safe manner. It’s an approach to data that is in everyone’s interest. When a business has ...

The Pro Farmer Crop Tour‘s data-gathering methods are disciplined and produce consistent results. Results from the Tour have a big impact on Pro Farmer Newsletter’s annual crop production estimate ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Primary research is the process of gathering data directly from original sources as opposed to collecting information from research that others have done. Information can be obtained by observation, ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

The electric utility industry is undergoing a major transformation driven by new sources of energy generation (solar and wind power), consumer demand for faster and more affordable services, cyber ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...