In this episode, DWealthMuse host Dara Albright and guest, Practifi Chief Commercial Officer and Co-founder, Adrian Johnstone, an expert in business management solutions for financial advisors, discuss whether the key to mass RIA adoption of digital assets may be via the CRM, the Customer Relationship management System.
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Episode 20 – Is the CRM the Key To Mass RIA…
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In this episode, DWealthMuse host Dara Albright and guest, Practifi Chief Commercial Officer and Co-founder, Adrian Johnstone, an expert in business management solutions for financial advisors, discuss whether the key to mass RIA adoption of digital assets may be via the CRM, the Customer Relationship management System.