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RSSadvisor technology (3)

Date Title Comments Rating
2008-11-12 Over- vs. Under-Engineering: Configuring the workflow functionality of your CRM 2 4.4
2008-11-06 CRM: Business Strategy or Technology? 2 5
2008-09-12 My New CRM System Is Up And Running…Now What? 24 5

RSSBlogEngine.NET (1)

Date Title Comments Rating
2008-09-12 My New CRM System Is Up And Running…Now What? 24 5

RSSBusiness Development (1)

Date Title Comments Rating
2009-04-02 Helpful Business Web Site 6 4.8

RSSbusiness processes (2)

Date Title Comments Rating
2008-11-12 Over- vs. Under-Engineering: Configuring the workflow functionality of your CRM 2 4.4
2008-09-12 My New CRM System Is Up And Running…Now What? 24 5
Date Title Comments Rating
2009-04-02 Helpful Business Web Site 6 4.8

RSSClient Service (1)

Date Title Comments Rating
2009-04-02 Helpful Business Web Site 6 4.8

RSScustomer relationship management (3)

Date Title Comments Rating
2008-11-12 Over- vs. Under-Engineering: Configuring the workflow functionality of your CRM 2 4.4
2008-11-06 CRM: Business Strategy or Technology? 2 5
2008-09-12 My New CRM System Is Up And Running…Now What? 24 5

RSSfinancial advisory practice (2)

Date Title Comments Rating
2008-11-12 Over- vs. Under-Engineering: Configuring the workflow functionality of your CRM 2 4.4
2008-11-06 CRM: Business Strategy or Technology? 2 5

RSSMarketing (1)

Date Title Comments Rating
2009-04-02 Helpful Business Web Site 6 4.8

Total

6 posts
0 comments
25 raters

About


Run a more efficient, profitable financial advisory practice. From building a systematized business to unique marketing and sales strategies, this blog will give you practical ideas and best practices to help your firm reach its potential.

Author

Name of authorSpenser Segal
Chief Executive Officer
Segal has more than 17 years of experience in the financial services industry, including Vice President of e-Commerce Strategy and Development for American Express Financial Advisors (AEFA), where he directed the reconstruction of several business-focused Web sites into an integrated, customer-oriented financial services offering. He also held management positions at Dain Rauscher, Barrington Capital Management, and BigCharts, making significant contributions to the growth of each business. For a number of years, Segal ran a successful financial planning and money management practice as a Certified Financial Planner.

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