Understanding CRM for Financial Advisors What is CRM? Before diving into the specific software options, it’s important to grasp what CRM is all about. Customer Relationship Management (CRM) software helps businesses manage their interactions with potential and existing clients. For financial advisors, this means having a robust system for managing client data, scheduling, and tracking […]

Understanding the Needs of Financial Advisors What Makes CRM Special? As a financial advisor, my journey has taught me that understanding client needs is paramount. A good CRM system isn’t just a contact list; it’s like having a digital best buddy that keeps track of every little thing about your clients. Forgetting a client’s birthday