Practice Management

Top three pitfalls in CRM2 client conversations and how to avoid them

In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client conversations about new CRM2 reporting, and explain how to bridge these gaps when speaking with clients.

Dan Richards, Susan Silma

Susan Silma

Susan Silma is a lawyer and former regulator with a deep understanding of the client perspective. She is passionate about simplifying and humanizing the client experience in financial services, while navigating the complex regulatory environment and promoting compliance.