AdviceTech Podcast #95 – CRM Special – Time-codes

0:00 – Intro
5:24 – CRM definition, its importance, and how businesses can benefit from investing in technology to improve customer relationships.
11:29 – CRM for wealth management and financial planning practices.
18:58 – Using CRMs to streamline planning and wealth management processes.
22:52 – Implementing CRM for sales growth and efficiency.
27:29 – Budget, investment, and CRM implementation costs.
32:25 – CRM software, AI, and data management for businesses.