Developing COIs With Your CRM

By Helen Modly, CFP, CPWA
Print AAA
Add to My Archive
My Folder

My Notes
Save
Horsesmouth Essential: Most advisors use a customer relationship manager to track key information on their prospects and clients. Utilizing this same process to develop and manage your centers of influence can pay off significantly with increasing referrals for your firm.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.