Let’s be real here, clients are not exactly jumping at the chance to meet up during the summer. With vacations, childcare shuffles, and the fact that most people have already wrapped up their yearly reviews, business tends to hit the brakes during those sunny months. But just because your calendar looks emptier, doesn’t mean you should let your productivity take a siesta too! This is the perfect time to give your CRM a summer makeover and supercharge its performance.
Join the dynamic duo, Diana Cabrices and Chris Kopanski from Wealthbox, as they share how advisors can whip their CRM into shape during the summer slowdown. Get ready for an exciting lineup:
Sr. Product Specialist