Why your firm should be using a CRM for Lead Management
So, you’ve invested in marketing your firm and it’s delivering results: you have a lot of leads and potential clients. Is your firm capitalising on them properly? Failing to follow…
5 ways to get clients to submit information when you want them to
How much easier would your life be if you got client information the first time you asked? Having to chase clients can be anxiety-inducing and is always a waste of…