Demonstrating value, providing clients with tangibles, being able to answer their questions, HOW to do this efficiently?
Category: Uncategorized
Client Questions, Time Pressures, and CRM2
CRM2 has increased the workload for the FA and CFP. What can you, as a professional do? New tools have become available to save you time and help provide the tangibles that your clients need from you… CRM2plus.com
