The Advisor Advantage

Are You In the Market for a New CRM? with Matt Sanford - Episode 206


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Are you in the market for a new CRM? If so, PEM has contracted with another company to deliver a customized CRM just for PEM participants! If this interests you, listen to this interview with Matt Sanford who has just purchased PEM Dynamix and why he made this decision.

 

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode 

 

Links and Resources from this Episode

  • PEM Dynamix: https://mydynamixpro.com/product/pem-dynamix/ 
  • PEM Donate: https://prosperityeconomicsadvisors.com/memberships/donate 
  • Connect with Matt Sanford: [email protected] 

 

Show Notes

  • Why choose PEM - 2:47
  • Ready to make a transition - 4:59
  • Everyone makes decisions differently - 5:24
  • Going digital - 7:41
  • The deciding factor for a CRM - 10:58
  • What gives you the PEM group - 13:22
  • What’s PEM Dynamix - 15:05

 

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