Episode 28: Using CRMs as the hub of your new RIA
SS&C's Tanya Tygesen joins Chuck to discuss best practices for how to have your CRM be the hub of your new RIA.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
SS&C's Tanya Tygesen joins Chuck to discuss best practices for how to have your CRM be the hub of your new RIA.
The skinny isn't ready yet — notes appear once the transcript is processed.