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Extensive Experience in Investment Management, Financial Planning, and Operations
Passionate About Technology with Expertise in Integrating Financial Advisor Software
Official Redtail CRM Strategic Partner & Qualified Wealthbox CRM Subject Matter Expert
Master of Business Administration (MBA)/ Master of Public Policy (MPP), Chartered Financial Consultant (ChFC®)
Every advisor deserves a CRM that drives efficiency, fosters growth, and evolves with their business through strategic implementation and proactive monitoring.
Whether you’ve used a CRM for years or are just beginning to roll it out, you may be wondering: is it actually working the way
Customer Relationship Management (CRM) systems are critical tools for financial advisors looking to streamline operations, enhance client relationships, and drive business growth. However, without the
In the fast-paced world of financial advisory, efficiency and organization are key. A well-adopted Customer Relationship Management (CRM) system can streamline workflows, improve client interactions,
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