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Peter Whalen
Peter Whalen is Director of Marketing at DMLO CPAs in Louisville, KY and a member of the Virtual Education Committee
AAM members who tuned in to the AAM High! Webinar on June 6 were treated to a presentation jam-packed with actionable recommendations from Angel Morgan, Chief Business Development Officer at Cherry Bekaert Advisory LLC. Angel introduced a business development “Pyramid of Success,” a framework for building a business development culture,…
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Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.