Page 8 - Advisor Support Program
P. 8
The Perfect Balance of
People + Process + Technology
Achieve a balanced lifestyle!
Best in Class
CRM System
Effective
Way to
1. Team- 4. Directive-Based Manage
Based Dashboards Your
Approach Practice
More Time
to Sell
2. Sales Pipeline 3. Trusted Advisor Deeper Client
Management Program Relationships
8
