Will Your Clients Leave You in 2017?

By Grant Hicks via Iris.xyz

The only constant is change in the financial services business.

With the new year will come new reporting for clients as CRM2 kicks in from the client reporting perspective. Are you ready for CRM2 changes in your business?

Working with advisors, the number one challenge that CRM2 brings is capacity. The number one practice management problem for financial advisors is lack of capacity to serve clients.

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