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AdvisorEngine Learning Center
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CRM | Financial Advisors | Junxure | Technology | Wealth Management Technology
zAs a financial advisor, you take pride in how you’ve cultivated deep relationships with your clients. But in a new reality where it is difficult to meet in person, you’re naturally concerned about how to maintain those connections. The right Client Relationship Management (CRM) technology system can not only help you stay connected to clients during this global pandemic, it can strengthen your ability to personalize your client service and help you win new business. Streamlining workflows makes it simpler to stay in touch with clients, while automating tasks frees advisors to concentrate on the conversations that clients value most. A CRM aids the advisor at every step, from discovering prospects to supporting existing clients and improving contact management. But how much does CRM technology cost? What are some factors to consider beyond the cost?
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Financial Advisors | Junxure | Technology | Wealth Management
How (and why) DHG Wealth Advisors shifted their focus from transactions to relationships. These days, wealth managers are always thinking about how to plan for and adapt to tomorrow’s realities and position for long-term growth. No matter how hard you plan and position, the work to achieve growth cannot be done without some help along the way. At the heart of most wealth management firms, an Operations Manager can be found working hard to establish efficiencies and consistency in service.
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