Thought Leadership / Commentary / CRM Best Practices: Setting Your Firm Up for Success
Posted by Mirador
Hear from Mirador’s Michael Gault along with Co-Founder & President of Journey Strategic Wealth, Penny Phillips, and Jomin Bishop of Wealthbox as they explain how using CRM best practices can set your firm up for success.
Find the webinar here: https://drive.google.com/file/d/1ocDqcZSaHYArdGBvxe-FP8wMlsCPOcJf/view?ts=63ee80e0
