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 ...

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, ...

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 ...

You often hear entrepreneurs say, “We don’t know what we don’t know,” when talking about deficiencies in data gathering. But when you have data in silos, it’s more a case of “We don’t know what we DO ...

Reducing global carbon emissions requires collective action and credible data. The health and viability of our planet’s ecosystems are on the line, which in turn jeopardizes many of the foundations of ...