Wealth Management Today

Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak

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The post Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak appeared first on and was written by Elana Iskowitz. “I think when we look at recommendations, best practices, at the end of the day, these projects are garbage in, garbage out. You do want to do everything you can on the front end to make sure that your data is in good order, before providing it to a new provider for migration. Throw us […] The post Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak appeared first on and was written by Elana Iskowitz.