was successfully added to your cart.

Why Buy a CRM? (Episode 20)

What’s the real value of a Customer Relationship Management (CRM) system? Are they worth the investment? In this interview with the presidents of two of the leading CRMs in the financial advisor space – Greg Friedman of Juncture (www.junxure.com/public/) and Scott Abboud of Act4Advisors (http://act4advisors.com/index.asp) – we learn why advisors should invest in a CRM. While this episode will be of particular interest to investment advisors, the insights discussed are relevant to all industries.

We’d love to hear your feedback or suggestions for upcoming shows. We’d love to hear your feedback or suggestions for upcoming shows. Email us at [email protected] or call (888) 580-9473.

Subscribe on iTunes