Paul Strijckers

Use CRM2 to prove your value

As CRM2 deadline pressures mount, it’s important to remember the new rules are a client-focused initiative. Routines at the heart of client-advisor relationships, such as personal planning reviews, will change for the better. And clients will be asking new types of questions, especially about account costs and performance. Planning ahead will allow you to strengthen your value proposition.

By Paul Strijckers | April 13, 2015

5 min read

Meeting the challenge of CRM2

What you need to know to meet the next round of requirements

By Paul Strijckers | September 12, 2014

5 min read