Technology Evaluation & Selection
Implementations & Conversions
Insight & Advice
Susan Glover Insight & Advice
The Issue Isn’t the CRM, It’s You
A high CRM adoption rate is dependent on your staff’s willingness to embrace it. Without it, you end up with several CRMs - otherwise known as spreadsheets
Move from Performance-Driven to Client-Engaging Discussions
Client discussions need to go beyond performance to provide a higher level of value
Guest Blog: Kelli Cruz
Many advisors asked for assistance in finding operations and admin staff. Advisors are surprised by the level of turnover in these areas. While I am not in the HR business, I do understand the difficulties of retaining good staff.
Three Tips to Improve your Technology Decision-Making
Successful evaluations and decisions require a deep understanding of your information needs, the right questions and data awareness.
Speaking Event - The Women Advisors Forum New York
Sue Glover recently spoke at
The Women Advisors Forum New York
on June 22, an event is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
©2017 Susan Glover and Associates
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