Join Stephanie Dannebaum, ChFC®, MBA/MPP, CRM Consultant and official PreciseFP Resource Partner, as she shares how to use custom forms and strategic data mapping to build a CRM that’s actually useful — filled with clean, complete, and well-organized client data.
She’ll walk through what data is essential vs. optional, how to collect it seamlessly in PreciseFP, and how to map it into your CRM the right way. Plus, she’ll share her top 3 workflows, along with helpful templates and CRM searches that work best when your data is in great shape.
Whether you’re cleaning up an existing system or starting fresh, this session will help you get more value out of both your CRM and PreciseFP.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Stephanie Dannebaum, ChFC®, MBA/MPP
CRM Consultant, Stephanie Dannebaum Consulting
