Dan RichardsSusan Silma
CRM2: How to be on the right side of “money in motion”
In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors to communicate their value on an ongoing basis, and give tips on how to retain clients and attract new business.
- By: Dan Richards, Susan Silma
- December 19, 2016 November 9, 2019
- 06:30