Technology Evaluation & Selection
Implementations & Conversions
Insight & Advice
Susan Glover Insight & Advice
Don’t Let the Office Downer Ruin Your Project
Don’t view office downers as part of the problem – make them an integral part of the solution!
The Issue Isn’t the CRM, It’s You
A high CRM adoption rate is dependent on your staff’s willingness to embrace it. Without it, you end up with several CRMs - otherwise known as spreadsheets
Facing Down the Legacy Software Dilemma
Why firms want the Band-Aid approach but need a full upgrade
Move from Performance-Driven to Client-Engaging Discussions
Client discussions need to go beyond performance to provide a higher level of value
Guest Blog: Kelli Cruz
Many advisors asked for assistance in finding operations and admin staff. Advisors are surprised by the level of turnover in these areas. While I am not in the HR business, I do understand the difficulties of retaining good staff.
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