Gadget Girl: The case of CRM time machines
November 01, 2017 @ 10:10 am
What do a DeLorean and a CRM platform have in common? Surprisingly, a lot. For today's case, Gadget Girl consults the experts at Redtail on the importance of having a great CRM.
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.