In the asset management industry, change is constant. Advisors move firms, client relationships shift, and market conditions evolve. However, one thing remains consistent: the need for accurate, up-to-date data in your CRM. It helps you maintain key relationships and identify new opportunities. Recently, we’ve seen an uptick in asset managers recognizing the value of being proactive with rep movement in their CRM data management. There are pros and cons to being proactive. To help you decide what’s right for your firm, Mike Nemecek and I combined our expertise and learnings from working closely with our clients into this post.
