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.
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.