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Article: Magic steps to a new professionalism.(practice systemisation)(Brief Article)
- Article from:
- Australasian Business Intelligence
- Article date:
- March 11, 2005
- Author:
CopyrightCOPYRIGHT 2005 News provided by Comtex. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Mar 11, 2005 (Asset - ABIX via COMTEX)
Financial planners are mistaken if they think that practice systemisation (PS) is a panacea for all their problems. PS's primary objective should be to improve the quality of advice to clients. Customer relationship and workflow systems should form the basis of a PS program. However, many financial practices do not pay enough attention to what they buy from software providers. Consequently, they often own a number of CRMs that duplicate entry and data.
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