Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a script to present information and explain available product Convert leads to sales - Looking for opportunities to bring on
Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a script to present information and explain available product Convert leads to sales - Looking for opportunities to bring on