Webinars
Event
- Category:
- Financial Advisor Webinar Series
- Title:
- Embedding Processes In Your CRM
- Presenter:
- Blane Warrene
- Company:
- Advisors4Advisors
- When:
- November 6, 2009 4:00 PM EST
- Slides:
- You must be registered and logged into download the slides
- Replay:
- You must be registered and logged into view this replay
- CE Credit:
- No
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0.0 (0) |
Description
An effective CRM system is essential to successful practice management. It helps you track and improve client service and manage your support staff.
But to maximize this technology, you need to embed processes into your CRM system. In this session, Blane Warrene, a technology and operations consultant to financial advisors, will show you how.
Warrene has 18 years of experience in broker/dealer and RIA technology and operations, focusing on investment and insurance systems integration, broker/dealer operations management, process design and implementation, and strategic planning.
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