Looking for a new CRM or workflow management system? Learn more about HubSpot, Ad Sales Genius and more in this webinar. Advisers from other CMBAM member schools share how they’re using these tools to better manage and grow customer relationships. Cut through the frustrations of technology and learn how you can add a CRM to your workflow. This panel discussion was held via Zoom on Nov. 17, 2023.
Download Hubspot handout from the Daily Titan