"Overlapping data and duplicate entries come to mind. Also, manual data tracking is a pain point due to the time investment. But for me, the collection and implementation of real-time data is my biggest hurdle. With markets continually changing daily, updating reports for my advisors is a lot of work. What may be valid and real one day may be out of date the next. It's my hope, in my next position, that some fresh leadership can help me develop my methods and further increase my efficiency, productivity, and success rate in this regard."