How Your CRM Can Build Client Loyalty

In this week’s episode of Advisor Talk, Executive Vice President of Sales Stacey Frank is joined by Chief Information Officer Sue Cheema to explore a powerful and often overlooked tool in an advisor’s arsenal: the CRM. From real-world success stories to the must-ask questions Sue uses in her consulting process, this episode dives into the strategy behind CRM integration and how it connects your firm’s operations to client loyalty.