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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.
Successful advisors understand that systemizing and automating these tasks not only reduces the time needed to complete them but also reduces errors in the process as well - ultimately delivering a better experience to the client and advisor. 

Of course, getting the most out of your processes is a combination of having the right tools and working according to the best practices.

While client relationship management (CRM) workflows promise efficient and consistent service, implementing them can be a challenge at times. You can however learn a method to avoid being overwhelmed and achieve a streamlined front-end for your business.

Virtual >drive2020 

AdvisorEngine® is offering an immersive, virtual experience to be held on October 22nd and 23rd, 2020. One of the biggest draws to past >drive events has been the opportunity for Junxure® users to gather together and learn from one another. This year will be no different. 

During this event, join me for my “Mastering Your Workflows” live session on October 22nd at 1:00 p.m. ET. I’d love the opportunity to help you explore the theory of effectively setting up, implementing, and monitoring your processes. It’s time to turn these routine actions into a digital workflow that works for you and your business. 

“Mastering Your Workflows”

Here’s a sneak peek at what I’ll be covering in my session: 

  1. Why Workflows?
  2. Workflow structure possibilities
  3. The six steps to workflow development
  4. Things to consider
  5. Tools for repeat asks

I have years of experience teaching and coaching hundreds of advisors. We’ve worked through automating workflows and actions and we’ve worked to digitize processes. 

Let me help you! Registration for virtual >drive2020 is open. Register now to save your spot. I am looking forward to virtually seeing you there.


This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.

Billy Rueckert

Billy Rueckert

Billy provides best practices for the first-rate usage of our AdvisorEngine 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.

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