Specific Benefits of the New PEM Dynamix Customer Service – Episode 195

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.


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Show Notes

  • 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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