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Practice Builder...
 is a mature, fully featured Client Relationship Management (CRM) system.  Built around “Best Practices” of financial planners the system is designed to help you every step of the way - from prospecting for new clients to generating and harvesting referrals from your most satisfied “A” clients.  As competition increases, as market conditions drive you to make changes for more productivity and as your desire to work less for more reward, CRM stands alone as the tool that can help you easily and economically.		 Referred Lead Marketing & Sales Systems
'Dynamite' Referred Lead System™ - If you want to make your life much easier, set up a system to compel your existing clients to give you lots of referrals, instead of trying to get new clients through any other methods, such as cold calling, direct mail, telemarketing, and so on.
(Lew Nason)
 		  

  

    
     
     
     
     
     
     
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