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Strategic Sales Systems Generates Dividends for The Renaissance Group
LPL Investment Firm Selects Salesforce CRM
The Renaissance Group, LLC has been providing investment advice and financial services to individuals and businesses in Ventura, California and the surrounding area for more than ten years. The firm prides itself on providing an informed and unbiased approach to planning and investing. The independence of The Renaissance Group is demonstrated by the fact that its broker/dealer, LPL Financial, does not develop its own investment products, enabling its advisors to offer truly objective advice.
It is an industry where professional relationships are at the forefront and where accurate and complete record keeping is mandated. Assisting with both of these initiatives are Strategic Sales Systems and Salesforce CRM. Read More >>
Wealth Management Group of Bank Plus Places its Trust in Strategic Sales Systems
LPL Investment Affiliate Invest in Salesforce CRM
The Wealth Management Group of Bank Plus operates under the trust powers of the highly regarded community bank, Bank Plus, which has 65 locations across 34 Mississippi communities. The Wealth Management Group works with individuals and businesses providing a wide array of services including investment management, trust services, and estate planning. Through the organization's broker/dealer, LPL Financial, the Wealth Management Group offers its clients unbiased investment advice.
The financial services business is highly dependent on developing and maintaining strong professional relationships. To assist it in that mission, the Wealth Management Group of Bank Plus places its trust in Salesforce CRM and Strategic Sales Systems. Read More >>