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Robin Zeratsky

Robin is responsible for all client-facing documentation and in-product messaging. He focuses on communication; ensuring that whatever it is we need to say is said in the most accurate, concise, and clear way possible, leaving no room for misunderstandings or ambiguity.

Blog Feature

CRM  |  Financial Advisors  |  Junxure CRM  |  Wealth Management

Financial advisor CRM best practices

As a financial advisor, it’s important to log every interaction you have with a client - whether it’s a brief email, a phone call or an entire planning meeting - all part of client relationship management (CRM) best practices.

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