We are looking to connect with a consultant that is a technology expert – specifically; Orion, Redtail and iRebal. Our firm is in Southern NH, but of course project work can be completed remotely.
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For financial advisors, it’s your CRM system which can be a gold mine for data...Integrating additional technology apps to support your CRM is equally as important, for example email marketing tools, surveys, polls, and scheduling apps
or "What software do you use for a CRM?” "Do you outsource?”
(You may want to start capturing this info in your CRM system). Follow that up with a goal of establishing yourself on those platforms
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