 CRM helps you track and manage your relationships with people. It allows you to track your communication with prospects, and evaluate your sales process."Carolyn Rose Kick, marketing executive, Bridge Financial Technology |
The Complete Guide to Technology for New Advisors
Carolyn Rose Kick | IRIS, August 2016
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Summary: If you’re new to the RIA biz, you’ve probably got a lot on your plate. From compliance issues to building your client base, there’s a lot to consider. Another important piece of the puzzle is the role technology will play at your firm. Technology will be a necessity for some of the functions of your firm, and a nicety for others. We’ve created this technology guide to help you decide which tech is right for your firm.
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