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"8 CRM Myths Your Advisory Firm Should Ditch"

More than ever, RIAs and wealth management firms need to evolve their operations and client service. CRMs are still often overlooked, under-utilized and under-valued. Download this white paper to learn about eight CRM myths your firm should ditch now.

As competition increases, markets fluctuate and technology advances, firms need to improve operational efficiency while maintaining exceptional client service in order to survive. 

The most impactful way to do that is by leveraging your CRM; however, this important player in your tech stack is still often overlooked, under-utilized and under-valued. This is because of some persisting “myths” that continue to fuel misconceptions and unrealistic expectations.

Read more about how understanding and overcoming these myths can help propel your business forward:

• A CRM is a glorified Rolodex
• Switching CRMs isn’t worth it, they’re all the same
• A CRM with a lower monthly cost will save my firm money in the long run
• Going with a large (yet generic) CRM provider is never the wrong choice
• And more!

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