Referring to Wealth Market has never been easier. Dec 08 2020
As we go into the new year, here's a reminder on how easy it now is to refer your customers to a Wealth Market adviser - all from within MyCRM! Wealth Market advisers use a phone app called Martin, which links to MyCRM and acts as a valet for your lead, ensuring it’s delivered instantaneously, followed up and serviced at a level that makes both the adviser and the broker proud, and delivers an excellent...