Will Your Clients Leave You in 2017?

Markets ETF Trends

By Grant Hicks via Iris.xyz The only constant is change in the financial services business. With the new year will come new reporting for clients as CRM2 kicks in from the client reporting perspective. Are you ready for CRM2 changes in your business? Working with advisors, the number one challenge that CRM2 brings is capacity. The…Click to read more at ETFtrends.com.

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