Take your advisory practice to the next level
View as Web Page | | | | | | | Learn more with this web seminar. | | | | | | | |
|
| |
| | | | | | | Redefining CRM for the growth-minded RIA
Oct. 22, 2020 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | As advisors adjust to the new normal in today’s COVID-19 world, it’s more important than ever to make sure you are there for your clients in their hour of need. | | | | A robust CRM system can play a critical role in this, but as you look to respond to your clients’ current concerns as well as grow your business, is your CRM delivering everything you need? In this webinar, find out from a panel of industry experts: | | | | How an effective CRM can help you foster and maintain good client relationships Why you need best-in-class CRM dashboards and system integration to get real results What steps you should take to modernize your CRM that will build your business |
| Register Now | | | Greg Friedman
CEO and Co-Founder
Private Ocean Wealth Management
(Speaker) | | | Andy Wang
Global Head of Wealth and Asset Management
Salesforce
(Speaker) | | | Mike Perkowski
Co-Founder and Partner
New Reality Media, LLC
(Moderator) |
|
| | |
|
| | |
| |
| | | | |
|
- - - - - - - - - - - - - - - - - - - - - - - - - |
|
