After the Screening: Creating Value from Data

Original Broadcast Date: Thursday, December 17, 2015

Join us for this webinar that will guide you through some of the thought process and analysis WealthEngine’s consultants employ when reviewing and developing strategies from screening data. Using simple tools like excel pivot tables and charts, you too can be a data analyst and  pull actionable insights from your organizations screening data. Don’t miss this very instructional webinar!

Speaker:

  • Sally Boucher, Senior Consultant, WealthEngine


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