Susan Silma

Practice Management

CRM2: How to be on the right side of “money in motion”

December 19, 2016 Dan Richards, Susan Silma
CRM2: How to be on the right side of “money in motion”
Practice Management

CRM2: Three key communication strategies for client satisfaction and retention

December 13, 2016 Dan Richards, Susan Silma
CRM2: Three key communication strategies for client satisfaction and retention
Practice Management

Top three pitfalls in CRM2 client conversations and how to avoid them

December 4, 2016 Dan Richards, Susan Silma
Top three pitfalls in CRM2 client conversations and how to avoid them
Practice Management

CRM2: How to define your fee-worthy value

November 27, 2016 Dan Richards, Susan Silma
CRM2: How to define your fee-worthy value
Practice Management

CRM2 fee reporting: What you need to say to clients before 2017

November 21, 2016 Dan Richards, Susan Silma
CRM2 fee reporting: What you need to say to clients before 2017
Practice Management

CRM2: What investors really think about performance reports

November 14, 2016 Dan Richards, Susan Silma
CRM2: What investors really think about performance reports
Industry

CRM2: Top three things for advisors to do before 2017

September 29, 2016 Susan Silma
CRM2: Top three things for advisors to do before 2017
Webinars

CRM2: Changing the way advisors and dealers do business (Replay)

October 27, 2015 Susan Silma
Warning: Attempt to read property "parent" on null in /var/www/html/wp-content/themes/newcom-base/inc/Ads/AdPath.php on line 54 Warning: Attempt to read property "slug" on null in /var/www/html/wp-content/themes/newcom-base/inc/Ads/AdPath.php on line 63 Warning: Attempt to read property "name" on null in /var/www/html/wp-content/themes/newcom-base/inc/Ads/AdTargeting.php on line 116 Warning: Attempt to read property "slug" on null in /var/www/html/wp-content/themes/newcom-base/inc/Ads/AdTargeting.php on line 117 Warning: Attempt to read property "parent" on null in /var/www/html/wp-content/themes/newcom-base/inc/Ads/AdTargeting.php on line 118