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Financial Planning Blog

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Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

Billy Rueckert

Billy provides best practices for the first-rate usage of our AdvisorEngine and Junxure platforms through private client training and webinars. He also contributes to the content on our help center while constantly striving to meet everyone’s needs, while exceeding expectations.

Blog Feature

CRM  |  Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management  |  Wealth Management Technology

5 CRM functions a financial advisor shouldn’t miss

As a training specialist for AdvisorEngine’s Junxure, I witness first-hand what works and what doesn’t when it comes to running an effective client relationship management (CRM) system. One firm I recently worked with had work processes that literally were all over the place -- scribbled down on whiteboards, shelved inside filing cabinets, noted on sticky notes stuck to walls, handwritten memos, and more. 

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Financial Advisors  |  Technology  |  Wealth Management  |  Wealth Management Technology

Mastering workflows at a financial advisory firm? Attend my upcoming session at >drive2020 to get insight on best practices

Winning a new client is a great feeling for any investment advisor.  What helps to maintain that positive momentum is having the digital tools for easy onboarding, engaging in effective client communication, and developing consistent servicing strategies tailored to the client’s goals.

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Blog Feature

Financial Advisors  |  Technology  |  Technology Adoption  |  Wealth Management

How to adopt wealth management technology

Technology is shaking up the way industries do business. While the financial service industry has been somewhat slow to adopt new technology, it now plays a leading role in the ecosystem. There are many different tools that independent advisors can use to improve client services and maximize profitability.

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