HOLLYWOOD, Fla. -- Trent Witthoeft, director at Pershing Advisors Solutions, greeted the attendees at the "Creating Growth Through Customer Relationship Management" session at the INSITE conference here by saying “When I stated out, CRM was a bunch of business cards.” 

Witthoeft noted how the industry has come so far from those days and they introduced Spenser Segal, chairman and chief executive officer of ActiFi, Inc. to help advisors better understand this mission-critical piece of technology.

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