Growing up as a multiple sport athlete, I really never had an appreciation for the umpires and referees. That is, until I went to college, where I had the opportunity to work in the intramural department. All of a sudden, I was on the other side. I was the one calling the strikes, balls and fouls – making judgment calls. Wow! What an eye opener, I certainly gained a new level of respect for those that hold that position as a career. As I reflect back on that period of time, the stress of making the right calls and the added pressure of being a female in that role - I can’t help but think of Sarah Thomas. Sarah changed the game in the world’s most quintessential male-dominated sport – football - when she became the first female NFL official. Now she’s inspiring others to dream big and believe anything is possible.
Based in Penryn, California west of the lofty Sierra range, Karsten Dornseif makes up half of the two-man fee-only RIA shop of Bowers Wealth Management, Inc. While the firm’s office is based over the mountains and state line in Reno, Nevada, Mr. Dornseif finds himself working virtually much of the time from his California home office amidst five and a half idyllic rural acres. In working online he takes full advantage of cloud-based version of Junxure CRM—the only version of the venerable brand he has known. “I use it for everything that isn’t a number,” he said, noting that it was an indispensable repository for all the firm’s client data.
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As the seasons change and holidays come and go, it's very important that you keep in touch with your clients in different ways. Newsletters can be an effective tool for doing so – allowing you to deepen relationships with your existing client base and connect with new prospects. By using your CRM (Client Relationship Management) system effectively, you can deliver newsletters in an organized and thoughtful way. One challenge of delivering quality newsletters is dealing with scattered information. Most financial advisory firms store data all over the place - within portfolio management systems, custodian portals, windows files folders, email systems. Wouldn’t it be great to collect this data all in one spot? Imagine if all of your client information could be found in one place - it sure would make sending any and all communications easier. Based on my experience serving financial advisors, below is my perspective on how to harness your CRM to deliver a great newsletter.
This operations and compliance coordinator started running during her lunch breaks. 11 marathons and 75 half-marathons later, Christy Rogers has hit her stride as a leader🏃