Latest / Transition To RIA Podcast
Q87 - What Is The Most Important Software For A New RIA?
If you transition your practice to the RIA model there are a LOT of variables to consider, and decisions to be made.
What technology to use is one of the most important of them.
Within the technology "stack," your Customer Relationship Management ("CRM") tool is arguably the most important component.
In this episode of the Transition To RIA question & answer series I explain why the CRM is so important, and how you should consider implementing it with your practice.
Come take a listen!
P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO…
The skinny
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