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2min chapter
Carley Dillon: How We Consistently Deliver Over 15% Organic Growth
Barron's Advisor
Exploring Essential Software Platforms for Advisory Efficiency
This chapter explores essential software platforms for client relationship management and marketing in advisory firms, including Salesforce and Marketo. It highlights the significance of integrating various tools for greater efficiency and discusses the role of tax-related software like CCH and Tax File in tax preparation and planning.
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