Is your CRM like an exercise bike?
Customer relationship management systems can be extremely valuable ... if you put them to use.
Advisers are convinced that client relationship management (CRM) is essential to a successful RIA practice. While I agree that a CRM can be quite valuable, it's of no use unless it is put to use. It's sort of like the exercise bike in your bedroom. It's a great tool for getting in shape, but if you'
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