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IFSE_Blog_CRM2

The “Client Relationship Model” (CRM) is a series of initiatives that touch on every aspect of the relationship between investors and participants (including dealers and advisors) in the investment industry.


IFSE_Blog_MEMORY

Taking professional development courses as an adult can be a challenge. You’re no longer a full-time student with little to worry about besides getting to that 8 a.m. class after a late-night cram session.


IFSE_Blog_insurance-2

Like most industries, the insurance industry has a language all its own, and industry-specific acronyms are a big part of that special language. They can give us a quick, simple way to communicate with other people in the industry – as long as you know what all the acronyms mean. If you don’t, things can get very confusing, very quickly.