Tuesday, February 9, 2021

How Should an RIA Rate Its COO?

Our CRM is not just a hub for client information, but it’s built to give us really key metrics in terms of efficiency, profitability, how our new account paperwork times (have improved) from a month ...

from crm - BingNews https://ift.tt/3jBBIek
February 09, 2021 at 03:28PM

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