Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
What Is Less Encouraging CRM?
Less annoying CRM or LACRM for short. It's really called less annoying CRM. And so then just like every meeting every note, all that stuff in the future, just it gets accumulated on a Trello board with a growing number of meeting cards. So we actually take the notes in the card that is applicable. We've been doing a lot of backdoor Roth's for people or IRA or Roth IRA contributions. They kind of then their new home is Trello.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
