Gadget Girl: The case of building CRMs with style
November 10, 2017 @ 9:45 am
Just like a DeLorean can't run on bad plutonium, a CRM can't run on bad data. For today's case, Gadget Girl investigates how Redtail is creating a CRM with some style.
Advisors need to embrace the technology necessary to effectively engage the millennial clients set to be on the receiving end of the greatest wealth transfer in history. Here are four tech practices you can use now to transform your business and connect meaningfully with not only millennials, but clients of all ages.