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Data-Driven Dialogues: Integrity, Efficiency, and Innovation with Jerry Fuesel - Digging In - Rooted Wealth Advisors
Manage episode 457596476 series 3320555
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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 jacqueline@rootedretirement.com
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