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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. What can be hard to decide is how much information you put in each one of these notes. On the one hand, sharing an entire wall of text can be confusing when you need to go back and reference it. On the other hand, a short sentence of, “Had financial planning meeting,” is equally unhelpful. 

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