Home Emile McLean, Director, Strategic Business Development, Sun Life Financial

Emile McLean, Director, Strategic Business Development, Sun Life Financial

The case study shows how one advisor puts different elements of a CRM system into action in a typical morning.

  • October 1, 2019 October 1, 2019
  • 10:00

CRM tools are the most effective way of managing all aspects of your advisor business – in many cases, through a simple app on your phone.

  • May 9, 2019 May 9, 2019
  • 07:00