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.