RealTrends 2011 Gathering of Eagles 9 Minute Talk by Jim Zellmer

Steve Murray asked our session to address these questions:

1. What are the three most important things a brokerage needs to know about customer management?
2. What are the three things you think will be the most important advances in the next few years?
3. What are the three best tools and/or techniques that you would recommend for a brokerage to improve their own business?

I took a little liberty and offered four responses to each question.

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