Specific Benefits of the New PEM Dynamix Customer Service - Episode 195

Tammi and Kim talk about the new way PEM has created for you, the advisor, to manage your clients! It’s good for the industry and specifically for PEM philosophy.   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 https://mydynamixpro.com/product/pem-dynamix/  PEMDynamix customer service: (Nathan) 866-579-7836 https://joinnow.live/s/TwiCve    Show Notes What’s a CRM? - 1:45 The client’s information - 2:59 PEMDynamix’s work -  4:29 The database system - 5:15 Content for clients - 5:59 An implementation tool - 7:06 Where people can find more information about it - 12:21 Do the training and follow the guidance! - 17:00 Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you’re subscribed to the podcast so you get the latest episodes. iTunes Spotify Stitcher RSS