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If you’ve never spent hours looking for a misplaced client file, you’re in a class of one. The financial advisory industry is document intensive. Every financial advisor and RIA knows the importance of accurately capturing... Read More

Earlier this week, we discussed how CRM software integration isn’t always the most important aspect of choosing a new CRM. However, they are worth consideration and to be “weighted” in order of importance. It may... Read More

There are numerous articles focusing on the importance of integrating your new CRM with your existing software. And, they’re wrong – integration isn’t important and they’ve all lied to you. Ok, perhaps it’s not that cut... Read More