Ep 005: The Rise Of The Professionally Managed Financial Advisory Firm With Mark Tibergien
Financial Advisor Success
00:00
The Importance of Centralized CRM for Client Relationship Management
If you don't have some kind of centralized CRM it becomes absolutely crucial when you get the third person. You can't coordinate amongst three people with informal conversations to keep up on who talked to who and who said what. So if we hit this wall around five where it's kind of the process one I should even know there's an earlier one that I see for most firms that that hits If not your second math staff member it hits the moment you had a third.
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