Junxure's Greg Friedman: What's the ace up an adviser's sleeve?
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- เผยแพร่เมื่อ 30 ก.ย. 2017
- Great advisers know to have an efficient business, they need to get the most out of their CRM. Junxure's CEO, Greg Friedman, talks about how a solid CRM can help separate an adviser's practice.