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Practifi eBook

Why CRM Is the Key to Client Growth and Retention

How the right CRM enables firms to retain clients, identify opportunities and maximize referrals

Is your advisory firm positioned to foster client growth and retention in today’s competitive landscape?

Despite economic fluctuations and the emergence of robo-advisors, investors still place immense value on advisor relationships. Yet, achieving growth and retaining clients demands more than conventional methods.

In this eBook, you’ll discover:

  • How leveraging CRM technology helps advisory teams understand and engage with clients on a deeper level.
  • The challenges firms face in effectively managing client relationships and how CRM addresses these hurdles.
  • Strategies for selecting and implementing CRM solutions that align with your firm’s objectives and support sustainable growth.
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