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    How to Choose a CRM as a Financial Advisor

    by Laura Furner May 30, 2018
    written by Laura Furner

    As the world moves deeper into a technological space working faster and more efficient, how are you keeping up?

    Although file cabinets filled with old client data and Excel spreadsheets may have worked at one time or another, this system has proven to slow business down drastically, losing you money.

    Customer relationship management (CRM) tools, on the other hand, are built with the intention to keep track of all those client records.

    These client records can range from basic client information including contact information, birthdates, or household information, to detailed client account information and values. A CRM can also be web-based, while some are actual software that gets installed on your computer.

    Continue Reading

    May 30, 2018
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  • Marketing + Branding

    Financial Advisor Social Media Strategy: Dos and Don’ts

    by Mark Stewart May 23, 2018
    by Mark Stewart May 23, 2018

    Updated September 6, 2023, at 4:08 PM Social media and financial professionals aren’t always a match made in heaven. And that’s okay. If you put me in front of clients, in charge …

    14 FacebookTwitterPinterestEmail
  • Marketing + Branding

    Marketing Tips for Financial Advisors [Find Success With These Strategies]

    by Mark Stewart May 18, 2018
    by Mark Stewart May 18, 2018

    Updated on September 6, 2023, at 12:43 PM Remember the days when you sent out direct mailers for seminars and other events to the masses? You’d get a decent amount of responses, …

    13 FacebookTwitterPinterestEmail
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