Turn Client Data into Actionable Insights, Move from Compliance to ConsultingAFO|Wealth Management Forward
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Turn Client Data into Actionable Insights, Move from Compliance to Consulting
Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how to use data to provide businesses with actionable insight. Listen as Glenn explains how firms are using Peerview to help businesses make more informed decisions by leveraging data from 1000’s of companies. Learn tips on how to frame the advisory conversation with actionable data to help drive a companies growth. Get their thoughts on the E&Y company split and the future of advisory services in the profession. Are you a business that wants to know how you stack up financially in comparison to your peers? Are you a CPA looking to provide enhanced advisory services to clients? If so, you won’t want to miss this episode with Glenn Dunlap from Peerview Data.