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10 reasons financial advisors need a CRM

If you have a goldfish memory. If you can't keep track of your upcoming tasks If you've ever forgotten an appointment If your clients have forgotten appointments because they didn't get a reminder If you can't recall the persons name even if you both happen to remember the appointment If you've ever confused [...]

Is your broker destroying your website with duplicate content?

If you've been around the financial services industry very long you've probably heard at least one pitch from a group selling newsletters and websites. In fact, if you're in the industry you are most likely using one of these services right now....... It's ok, you're not alone and your broker most likely doesn't know they [...]