Technology to the Rescue

March 2009
Journal of Financial Planning;Mar/Apr2009 Practice Management, p16
Academic Journal
The article presents statistics related to investment advisors who are interested in upgrading technology systems which will allow them to better communicate with clients, including business owners researching new customer relationship management (CRM) packages, those who have experienced increased calls from clients during the financial crisis, and those who send out standardized e-mails.


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