One sign of a successful advisory business is a voluminous contact list. Between clients, prospects, colleagues, and allied professionals, your contact list growth shows no signs of slowing.
How do you best organize your contacts and search them efficiently?
In this month’s Morningstar Advisor Quickview, I covered a new app now available for the iPhone that seeks to simplify and automate much of your contact organization.
Be sure to read Latest App Tackles Your Hulking Contact List at Morningstar Advisor.
