The Connected Advisor
From Data to Dollars: Maximizing Scale & Enterprise Value – Orion + Milemarker Workshop
The Value of Data
Data is one of the most valuable assets a wealth management firm possesses—but too often, firms struggle to fully harness its potential. Join Orion and Milemarker for an exclusive workshop exploring how wealth management firms can take ownership of their data and the transformative impact it can have on their enterprise.
Featuring
Adam Palmer, VP of Strategic Product Development, Orion
Jud Mackrill, Co-Founder, Milemarker
Jessica Perez, VP of Growth, Milemarker
Scalability
In this session, industry experts will discuss:
✅ The challenges firms face when managing and integrating data
✅ Strategies for gaining full control over your data ecosystem
✅ The tangible business value of leveraging data effectively
✅ Real-world examples of firms that have successfully optimized their data strategy
Don’t miss this opportunity to learn how a data-first approach can drive efficiency, improve decision-making, and create a competitive advantage for your firm.
