Spenser Segal

May 25, 2016

The Advisor’s Journey to CRM Success, Pt. 10: Mass Communications

March 29, 2016

The Advisor’s Journey to CRM Success, Pt. 9: Sales and Pipeline Management

March 23, 2016

The Advisor’s Journey to CRM Success, Pt. 8: Templates, Checklists & Workflows

February 24, 2016

The Advisor’s Journey to CRM Success, Pt. 7: Contact Info, To-Dos and More

February 18, 2016

The Advisor’s Journey to CRM Success, Pt. 6: Technology & Owner Essentials

January 07, 2016

The Advisor’s Journey to CRM Success, Pt. 5: Getting User Buy-In

November 24, 2015

Journey to CRM Success, Pt. 4: Planning, Data and Setup

October 28, 2015

The Advisor's Journey to CRM Success, Pt. 3: Which CRM to Choose?

October 15, 2015

The Advisor's Journey to CRM Success, Pt. 2: When Does CRM Make Sense?