Dr Mark Hollyoake

CRM Steps for success – Part 1 of 7

/in /by
Tweet to @MarkHollyoake // According to a recent survey by IBM Global Services, 85% of companies are not feeling fully successful with CRM. The remedies having the greatest impac… Read more
Alan Thompson

How Equitable are your Broker and Intermediary Relationships?

/in /by
BROKERS AND INTERMEDIARIES “DEPENDENT or INTERDEPENDENT” How Equitable are your Relationships? The role of the broker / intermediary / agent within the financia… Read more