Contents
Chapter 1: Selecting the Right CRM System
Salesforce, Salesforce, Salesforce
Intelligent Integration Can Be Confusing
Factor in Your Favorite Apps, if You Have Them
Chapter 2: The Future of Financial Planning Software
Chapter 3: The Future of Financial Planning Software and the New Client-Advisor Relationship
Advisor and Client Demographics
An Advisor’s Planning Tool versus Consumer Planning Tools—Working Together or Apart?
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