Clients appreciate that you have a process, but seeing how the process works for them closes the business. Our immersive presentations involves data visualization to further client understanding, and resonates with finance experts as well as novices. The master presentation can take someone from a prospect to client in two meetings, underlining the importance of clear communication with our risk-targeted approach.

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DataDriven Advisor is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its model portfolio services, together with access to additional investment-related information, publications, and links.

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