“Gardens nurture new and more complex forms of life; including their gardeners.”

CRM: It’s one of those things that everybody talks about but few can truly define. It’s a given that no software can really Manage a Customer Relationship but the title sure sounds like a promise to me. ‘Just buy and install and your worries will be over, they tell you’. Yeah, right!

An wise friend, Ed Morrow finally put his beautiful analytical mind to the task and wrote a virtual manifesto on CRM. See link below.
Whether you are a seasoned nurturer or a raw beginner with this recipe, you can truly identify, individualize, interact and influence every significant individual in your focus. Thank you Ed.

Here’s the link. What is CRM Anyway?

Edwin P. Morrow, CLU, ChFC, CFP®, RFC®, is Chairman of Financial Planning

Consultants, a firm based in Middletown, Ohio. He is a consultant to financial

advisors in the areas of practice management and computerization and the author

of seven software programs including the Practice Builder, a Client Relationship

Management system for financial advisors. He is also the Chairman and CEO of

the International Association of Registered Financial Consultants. Ed is the

author of Complete Millennium Preparation Guide and Personal Coaching for

Financial Advisors and Computerizing Your Financial Practice. A frequent speaker on

practice management and technology, he has addressed such organizations as the FPA,

IARFC, MDRT, NAIFA, SFSP and advisors in 20 countries. Contact him at Box 42430,

Middletown, OH 45042, phone 800.666.1656x14, or e-mail: info@financialsoftware.com or

visit: www.FinancialSoftware.com