Ep4: The do‘s and don‘ts of changing CRM providers with Chris Baigent-Reed
- Author
- moneyinfo
- Published
- Fri 10 Sep 2021
- Episode Link
- https://moneyinfo.podbean.com/e/ep4-the-do-s-and-don-ts-of-changing-crm-providers-with-chris-baigent-reed/
In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.
Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so.
