FEE006 | CRM Solutions – The Most Important Tool In Your Fee Based Financial Planning Practice Toolbox
CRM Solutions – The Most Important Tool In Your Fee Based Financial Planning Practice Toolbox
Welcome to The Fee Based Financial Planning Mastery Podcast!
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In This Episode
In this episode, I’m going to talk with your about CRM solutions and why a CRM solution is the most powerful tool in your fee based financial planning toolbox.
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“Items Mentioned In This Episode”
- The Toilette Paper Entrepeneur
- 99designs.com – Logo Design, Web Design & More… a truly amazing service.
- Salesforce – Transform your business with the trusted leader in
cloud computing and CRM
- GoogleApps – Google Apps for Business offers powerful messaging and collaboration apps that meet business-critical needs
- Dropbox – A FREE service that lets people bring their documents, photos and videos everywhere and share them easily
- Constant Contact – email marketing, online survey and event marketing tools
- iPhone and iPad – Two powerful business tools
- Fee Based Financial Planning Toolbox
- Recommended Reading List