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Your CRM as a Component of Crisis Management

Category: Best Practices
CRM as a Component of Crisis Management

While crises like the one we’re currently living and working through may mean that advisors are feeling stretched thin as client inquiries ramp up due to widespread concerns, situations such as this also present an opportunity for you to reveal your character through how you respond to the crisis.

We hosted a webinar last week exploring some of the ways you might use Redtail CRM as a component of your crisis management. You can view that video below. We also created a companion guide for that webinar, which you can access here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.