ABOUT THIS EPISODE
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.
English
United States
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