So, you want to acquire a client relationship management system for your practice. There is a wide variety of products available, offering a mind-boggling array of features. In order to ensure that you’re getting a CRM system that best suits your practice, follow these steps: > Hire a consultant to assess your needs and make […]
Advisor needs a solution that will integrate existing systems for client information, financial planning, client service
Keeping in touch to update KYC information, especially during tough times, is a moral and fiduciary responsibility
After making many changes to Henry’s business, altering his leadership style would prove to be his most important task
Boston-based planner offers a wealth of insights, ideas and philosophies
Henry had almost completed all the necessary steps to take his financial advisory business to a new level. His final task was to change his management style in order to become a better leader. Henry learned the following:> Successful leaders are continually working and studying to improve their leadership skills through a never-ending process of […]
Historian Niall Ferguson offers a sweeping history of money as a driving force of change
Clients should be organized into tiers, with clear service standards for each category
Henry had developed a strategy to realize his vision, developed a marketing program to attract the right people and had an effective process for converting prospects to clients. His next challenge was to ensure those newly won clients would remain loyal. To do this, he needed to follow a process similar to the one that […]