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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Next Steps to a Strong Referral Network with CRM

In an earlier post, I spoke about how to begin to grow a network of your strategic partners. Let’s recap with these two important points:
author Dick Wooden 6 Min Read
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First Steps to Building Your Referral Network

MY IDEAL CUSTOMER IS YOUR IDEAL CUSTOMER: First Steps to Building Your Referral Network Have you ever noticed how attorneys seem to share clients with financial advisors? They are strategic ...
author Dick Wooden 7 Min Read

Building a Referral Network and Integrate with CRM

author Dick Wooden 7 Min Read
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High Touch and High Tech: High Referral Businesses Need Both

Do you fear that technology and social media marketing will mean the end of the personal touch with your clients?  Not to worry. Buzz-worthy businesses are both high touch and high tech. John ...
author Dick Wooden 6 Min Read
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