How to End CRM Torture for Financial Advisors

Thanks! Share it with your friends!

Close

It’s a must-have for an advisory practice, but most advisors still wrestle with CRM. Instead of driving business development and improving client experience, CRM often ends up distracting…

  • Rating:
  • Views:379 views
  • Tags: -
  • Categories: Accounting

Comments

Navatar Group says:

Write a comment

*

Current month ye@r day *