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Summary: Sound too good to be true? Implementing a client relationship management tool (CRM) is not only a tool for acquiring and keeping clients, it is your best line of defense against the Department of Labor's new fiduciary rule. Documenting client interactions, discussions and investment recommendations is now an absolute necessity for superior client service and an regulatory defense.
 A CRM is an important tool for growth in your practice. If you have one or tem team members, tens or hundreds of clients, a CRM can make growth easier and achievable by providing sales, service and compliance leverage. By April of 2017, a CRM will no longer be a great concept to add to your practice, it will be a necessity to operate.”Matthew Reynolds, chief compliance and operating officer, David A. Noyes.
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