Segment clients and maximize results with CRM software
Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software “Maximizer”. He spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
- By: Dan Richards, Michael Andersen
- March 25, 2013 October 30, 2019