O TYM ODCINKU
In this episode of Advisor Ally, host Vineet Mohan sits down with CRM strategist Stephanie Dannebaum, founder of Stephanie Dannebaum Consulting, to explore how advisory firms can transform their customer relationship management systems into powerful operational engines. The conversation dives deep into building lean, scalable tech stacks, optimizing processes, and leveraging data to create a true “command center” for advisory practices.
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INNE ODCINKI W TYM PODCASCIE
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In the latest episode of Advisor Ally, Zach Stein shares his journey in creating Carbon Collective and rethinking how retirement savings align with climate realities.
Advisory firms often use their CRM as a “digital Rolodex.” But what if your CRM could become the operational command center of your entire business?In this episode of Advisor Ally, host Vineet Mohan sits down with CRM strategist Stephanie Dannebaum, founder of Stephanie Dannebaum Consulting, to exp…
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