CRM Best Practices: 5 Ways to Build your Book of Business
Member: $14 / Non Member: $23
Strengthen your business with the power of CRM and take "relationships management" to the next level by:
- Communication and Compliance
- Calendaring and Follow-ups
- Prospect and Client Profiles
- Next Level Client Service
- Building your Book of Business
- FP Canada: 1 Practice Management (#11922)
- MB: 1 (#40332)
- AAC: 1 Life, 1 General (#62728)
- MFDA: 1 Professional Development, (#1000001628)
- ON: 1 Life
- SK: 1 Life
IFB Members - To access Member pricing, please make sure you are logged into your IFB account and your web browser has Cookies enabled.