January 8, 2024 • 51 mins
Ever wondered how CRM can redefine your advisory firm? Join us on SRG Off Script, where Rick Williamson, Director of Brand Experience at Redtail/Orion Advisor Technology, brings his dynamic personality and industry expertise to explore the transformative role of Customer Relationship Management (CRM) systems in enhancing advisory business value. Key Discussion Points: The Impact of …
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