If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...
For millions of Americans and their advisers, the shrinking value of retirement accounts is the $4 trillion elephant in the room. With the accounts having lost about one-third of their value over the ...
DefenseWeb(TM) Technologies, a premier developer of professional custom software solutions for U.S. Department of Defense organizations, today announced that the U.S. Army has awarded a contract to ...
A well-maintained customer relationship management system is the heartbeat of a thriving coaching business. A CRM houses customer data, but it should also tell the story of your relationships, your ...
Overwhelmed by all the client projects you have to manage? Having a solid process can help you keep track of them. One process is to break up all tasks by days and weeks, suggests the following ...
How to set your client-advisor relationship up for success may seem like a strange topic for a litigation lawyer who has seen the results of relationships gone bad, when the client is dissatisfied, ...
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