Do you wonder what technology to choose for your business needs? Do you use the tools you currently have? Most advisors understand the importance and would like to more effectively use and choose technology tools. We sat down with Tim Minert of Advisor Virtual Pro, a...
1. CAPTURE EVERYTHING IN YOUR CRM: This is the most important thing. If it isn’t recorded, it didn’t happen. Notes, tasks, and appointments are the key here. Especially notes. EVERYTHING you do fits in one of these categories. Eventually you can set up your CRM to...
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