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Rainmaking best practice in professional services firms (Selling behaviours)

Red Star Kim

NOVEMBER 2, 2023

Adam Ludwiczak, a partner at Marathon Capital , a financial services firm with a focus on renewable energy projects, told them that he maps out his business-development activities before the workweek begins. At the end of each day, he emails notes to his direct reports, who feed them into Marathon’s CRM system.

Client Relationships

Client Relationships CRM Financial Services Decision-making

Finding the best CRM for financial advisors

Apptivo

JULY 13, 2022

Why Do Financial Advisors Need CRM? For every organisation, the customer is at the core, from offering the best service to ensuring they are offered the best financial advice. CRM for financial services does just this. Keeps documents organized. The CRM software helps with document management as well.

CRM

CRM Financial Services Software Software

Rainmaking best practice in professional services firms (Selling behaviours)

Finding the best CRM for financial advisors

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