CRM Advice
Sep 20, 2012 1:52 pm
I need some real insight into the best most applicable to Financial Advisors Business via CRM. I am from Jones and after being there 8 years I would like a version similar if possible. I am hardwired to think within that JonesLink system and would like to not have to completely retrain my thought pattern if possible.
Cheers!
Sep 20, 2012 4:06 pm
I have used ACT since day one. Like it due to its ease of use and personalization possible.
This is the standard ACT not ACT for FA.
Hope that helps.
Source URL:https://www.wealthmanagement.com/forums/rias-independents/crm-advice