CRM2: Top three things for advisors to do before 2017
Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at the CRM2 Breakfast Seminar, third edition at the Arcadian Court in Toronto.
- By: Susan Silma
- September 29, 2016 November 9, 2019
- 08:25