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.
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:
Workflow structure possibilities
The six steps to workflow development
Things to consider
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.
This blog is sponsored by AdvisorEngine® Inc. (“AdvisorEngine”) and Junxure®, an affiliate of AdvisorEngine. 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 products or services 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. 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.
About 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.