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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.
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,
CRM Consulting for Financial Advisors: Why It Matters In today’s competitive financial services landscape, building strong client relationships and maintaining operational efficiency are critical to
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