Advisor Analytics: Enhancing Rollover Outcomes with Data

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Explore the Advisor Analytics Tool, designed to enhance rollover analysis by overcoming advisor-driven barriers. Discover challenges in the rollover process, including advisor preferences and transition impediments. Learn about the tool's features, which identify advisor-level barriers and provide actionable insights for improvement. Gain insights into practical implementation with metrics, client-level data, and a case demonstration with JDIMI Consulting. Finally, review future directions,...