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What is CRM in financial planning?

January 21, 2025, 9:16 am

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7 Financial Planning CRM Best Practices for 2025

January 29, 2025, 12:36 pm

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Practifi Graciano Release Notes

February 9, 2025, 1:00 pm

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The Future of Wealth Management: Practifi’s Vision for an AI-Powered CRM

March 6, 2025, 4:00 am

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Women’s History Month Spotlight with Lisa Crafford

March 11, 2025, 6:00 am

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Women’s History Month Spotlight with Amy DeTolla

March 18, 2025, 7:06 am

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Revolutionizing Wealth Managment: The Rise of Agentic AI

March 20, 2025, 7:00 am

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Women’s History Month Spotlight with Tina Powell

March 25, 2025, 7:00 am

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Women’s History Month Spotlight with Alyssa May

March 28, 2025, 8:33 am

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Women’s History Month Spotlight with Leslie Norman

March 31, 2025, 9:20 am

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