What Is the AIM Method? A Step-by-Step Guide to CRM Success for Financial Advisors
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 right approach, implementing and maintaining a CRM can become overwhelming. That’s where the AIM Method—developed by Stephanie Dannebaum Consulting—comes in. The AIM Method (Analyze, Implement, Maintain) is a structured approach […]