Mar 10, 2022
Erik Garcia, a CFP from New Orleans, LA, discusses how he has modernized the communication from his office to his clients using video. Using video, you can build trust with your clients and reduce the "sting" of intimidating activities. Mr. Garcia explains the importance of choosing and using the proper equipment.
Mar 2, 2022
Technology Solutions Consultant Eric Baumgardner takes you down a detailed path about creating repeatable processes within your CRM. Hear how to develop good processes with team inclusion and how to identify delays in each task. Baumgardner also talks about the best ways to measure the efficiencies of your processes and...