Friday, March 1, 2019

Fidelity’s Durbin: Why Advisors’ Clientele Could Quadruple

Q: Name a newish technology that’s very quickly become a must-have for advisors. A: It’s probably CRM systems. In their “gee whiz” time, CRM systems were able to keep good data around your prospects a...

from crm - BingNews https://ift.tt/2EoZpC2
February 28, 2019 at 06:12PM

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