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    Developing a client action plan

    Learn why data is one of your firm’s most important assets—and how collecting and organizing that data can enhance your business model. We’ll show you:

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    Learn how to develop a client action plan

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    • Why information is queen—ruling over all aspects of your business.
    • The three types of data that provide deeper insights into your firm.
    • Steps to take to make data collection frictionless.
    • How to turn data into actionable information to better support your clients.
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    Insights

    Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.

    Go to Insights