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CRM

Webinars

The Future of Business in 2024

As an advisor, you’re more than familiar with the pitfalls of the standard CRM… They come with big promises: seamless efficiency, enhanced client management, a one-stop solution for all your needs. But let’s face it, how often do these systems truly cater to the unique demands of your role as an advisor? How customizable are they really…

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Webinars

State of the System 2023

On this webinar, we’ll be unveiling some major updates to the System that you, as an advisor wanting to double production or work half as much, need to know. You’ll hear from: Frantz Widmaier – CEO, Matt Hicken – Sr. VP of Client Success, and Matthew Bailey -Direc…

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Articles

7 Types of Software Every Financial Advisor Should Be Using

The tools we mention in this article either create a better client experience, enhance your ability to reach your client’s financial goals, help you focus on doing your job, or offer a little bit of everything. Each type of software serves a different purpose and can be used to achieve different goals. Here are seven types of software every advisor should use…

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Webinars

Be the King of Your Jungle

Your CRM is the brain and nervous system of your organization. Without one built to support your firm, it’s just a bunch of separate parts moving in non-coordinated directions. If you are not seeing actual ROI from the activities in your CRM, then you are not using it to its full capacity. You basically have an expensive piece of software to keep your notes and reminders…

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