Leveraging a CRM to Build your Business
In this edition of Coffee Talks, Advocis welcomed Kelly Gustafson, Senior Business & Innovation Manager at NOW Wealth Management Solutions of Raymond James LTD., Ray Adamson, Senior Leader in Fintech/Insurtech, and Robert McCullagh, Financial Advisor associated with Benefit Planners Inc. to discuss how you can leverage a CRM to build and grow your business, along with providing advice for both new and experienced advisors looking for insight and direction into making their business more valuable.