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.
Host Scott P. Gill sits down with David Gill in this episode of The Synergy Compliance Podcast to learn what valuable lessons we can learn from non-financial industries. Tune in as they discuss lean operations and continuous improvement inspired by manufacturing and logistics industries; customer journey mapping and experience optimization inspired by the hospitality industry; data driven decision making and using KPIs inspired by startup culture; and cross-functional agility and internal collaboration inspired by the software development industry.
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