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Business Technology
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...
Tim’s Tech Tips
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....
Book a Demo with Tim Minert
To book a meeting with Tim, please select a meeting duration.
Tim Minert EVP 30 Min Overview Call
602 762-1100 if you need to get in touch
Tim Minert 10-15 Min. Quick Overview-Demo
Web conferencing details provided upon confirmation.
Tim Minert 60 Min -Time Block full Demo Overview
Works well for more extensive questions and larger groups.