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, ...

Learn the importance of data gathering in financial planning, types of data required, & methods for data collection. Enhance ...

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 ...

Particularly in the realm of software development, AI's influence is rapidly transforming one of the most crucial yet challenging phases of product development: requirements gathering. Traditionally, ...