A business that retains its client base can often mean much more than expansion and earnings alone. Some experts may emphasize revenue when considering longevity, but a high-quality company is hardly ...

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Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

During my days as a consultant, I have come across many customers faced with the dilemma of whether to invest in an existing customer relationship management (CRM) tool or build their own. The major ...