See my CRM and Productivity Presentation on March 17
I’m busy working on the final slides for a presentation I’m delivering to the Mid-Oregon chapter of the FPA on Tuesday, March 17. Lunch is served at 12:30PM, the first speaker begins at 1:00PM, and my session begins after 2:00PM. I’ve been asked to provide an overview of the CRM software market (not a small task!) and also provide easy productivity tips that can help financial advisers get the most out of each workday.
If you’re in the local vicinity, I encourage you to sign up for what I hope will be a very informative presentation.
Click here to visit the FPA of Mid-Oregon meeting page. Cost is just $55 for FPA members, $65 for all others.
Pre-registration (at least 24 hours in advance) is strongly advised for all chapter meetings. To pre-register contact the Chapter Executive Director, Linda Barba at (541) 284-9855. Please leave your name, membership status, sessions attending, and number of guests.
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April 22nd, 2009 at 1:42 am
I am interested in your CRM insights and comments. How do I obtain this information?
April 23rd, 2009 at 8:21 pm
I thought about posting the slides on the web, but there are almost 300 of them. This was for a 2 hour talk and I covered a lot of screenshots. I’ll need to think about how I can best convert the data to an Internet-friendly format.
Bill
June 16th, 2009 at 1:32 pm
Hi Bill-
Have you converted this yet? Our firm is in the early stages of CRM evaluations, and any insights are greatly appreciated.
Thanks
June 20th, 2009 at 7:42 am