As you grow your practice, maintaining relationships with every client gets increasingly challenging.
But not when you have a solid CRM technology in place.
In this episode, Matt Halloran joins Frantz Widmaier, CEO of Bill Good Marketing, to discuss how advisors can streamline their client communications, use multiple marketing channels at the same time, and leverage comprehensive data to better connect with clients and prospects.
- Ways to seamlessly integrate sales, marketing, and relationship management
- How the Gorilla 5 CRM by Bill Good Marketing can help you grow your practice
- Reasons to incorporate a human element into your CRM
- The future of client communications within the financial services industry
- And more