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Data-Driven Dialogues: Integrity, Efficiency, and Innovation with Jerry Fuesel - Digging In - Rooted Wealth Advisors

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Контент предоставлен Rooted Wealth Advisors. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Rooted Wealth Advisors или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today on the Digging In Podcast, we dive into the critical world of data integrity and system efficiencies Jerry Fuesel, our Director of Operations. Join us as we explore how maintaining accurate, reliable data is the backbone of successful operations and discuss strategies to optimize systems for peak performance. Tune in and let's talk data strategy!
Have a question you want answered? Send them to [email protected]
------
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

  continue reading

69 эпизодов

Artwork
iconПоделиться
 
Manage episode 457596476 series 3320555
Контент предоставлен Rooted Wealth Advisors. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Rooted Wealth Advisors или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today on the Digging In Podcast, we dive into the critical world of data integrity and system efficiencies Jerry Fuesel, our Director of Operations. Join us as we explore how maintaining accurate, reliable data is the backbone of successful operations and discuss strategies to optimize systems for peak performance. Tune in and let's talk data strategy!
Have a question you want answered? Send them to [email protected]
------
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
------
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

  continue reading

69 эпизодов

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