The Synergy Compliance Podcast
The Synergy Compliance Podcast
Podcast Description
Whether you're a solo advisor, part of a growing firm, or managing compliance at scale, The Synergy Compliance Podcast breaks down the latest regulatory updates, compliance best practices, and real-world challenges—without the legalese.
Podcast Insights
Content Themes
The podcast focuses on compliance updates, regulatory challenges, and operational efficiency, featuring episodes like Borrowing Insights from Non-Financial Industries, where the host discusses lessons from manufacturing and hospitality, and Dos and Don'ts of CRM Management, which covers practical tips for using CRM systems effectively in compliance management.
Whether you’re a solo advisor, part of a growing firm, or managing compliance at scale, The Synergy Compliance Podcast breaks down the latest regulatory updates, compliance best practices, and real-world challenges—without the legalese.
Episode 5 of The Synergy Compliance Podcast is chock full of valuable insights from Synergy's Business Process and Systems Manager, Darian Powell. She recently sat down with host Scott P. Gill to talk about how to effectively run your firm by creating alignment between data collection and evaluation, and core processes and workflows that drive your businesses operations.
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