Tammi and Kim talk about the new way PEM has created for you, the advisor, to manage your clients! It’s good for the industry and specifically for PEM philosophy.
To learn more about the Prosperity Economics Movement
Links and Resources from this Episode
- PEMDynamix customer service: (Nathan) 866-579-7836
- What’s a CRM? – 1:45
- The client’s information – 2:59
- PEMDynamix’s work – 4:29
- The database system – 5:15
- Content for clients – 5:59
- An implementation tool – 7:06
- Where people can find more information about it – 12:21
- Do the training and follow the guidance! – 17:00
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