People, Partners, Data: What Are Advisory Firms Overlooking?
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People, Partners, Data: What Are Advisory Firms Overlooking?
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What gets overlooked when advisory firms buy support, work with outside partners or invest in new technology?
Janice Diaz and Romaine Howard explore the value of experienced support, the expectations attached to retainers and vendor relationships, and why reliable client data matters across the firm. From conflicting CRM records to leads arriving without a clear process, they connect the work behind the scenes with the service clients actually receive.
The conversation also examines the shift from rainmaker to team leader, how outside partners can support a firm as it grows, and where AI fits alongside human expertise. Drawing on their experience with U.S., UK and cross-border advisory firms, Janice and Romaine ask what gets missed when attention goes to the next tool or new business and not enough to the people, partners and data already holding the work together.