Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing … <a class="btn btn-default" href="https://wealth-stack.blubrry.net/2024/09/06/the-wealthstack-podcast-unpacking-the-state-of-crm-with-doug-fritz/"> Read More Read More</a>

Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing … Read More Read More

Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing … <a href="https://wealth-stack.blubrry.net/2024/09/06/the-wealthstack-podcast-unpacking-the-state-of-crm-with-doug-fritz/" rel="noopener noreferrer"> Read More Read More</a>

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.

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The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

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