CRM Training & Adoption: How to Get Your Firm Up to Speed
Implementing a new customer relationship management (CRM) software can be a game-changer for your firm. However, with any new software, there is a learning curve, and ensuring a smooth onboarding process for your team is crucial to achieving success. In this blog post, we will explore effective strategies for CRM training and adoption, helping you […]
10 Reasons to Hire a CRM Implementation Consultant
Implementing a Customer Relationship Management (CRM) system can be a game-changer for financial advisors and assistants. It streamlines processes, enhances client relationships, and improves overall efficiency. However, successfully launching a new CRM requires careful planning and expertise. That’s where hiring a CRM implementation consultant comes in. In this article, we will discuss ten compelling reasons […]
Sales Pipeline Management In CRM: Best Practices And Tools
The sales process within the financial services industry can take many financial advisors years to refine. There are many different factors at play: Who is my ideal client, how do I market to them, what services do I offer that they will want to subscribe to? Once your ideal client has been identified, it is […]
How to Align Your CRM with Roles on Your Team
As a financial advisor, you know that your team is made up of various roles, each with unique responsibilities and skill sets. From lead advisors to assistants, each person plays an integral role in the success of your firm. However, as your client base grows, it can be challenging to manage all the moving parts […]
RIA CRM: Meeting Preparation in Your CRM
As a financial advisor, client meetings are a crucial part of your job. These meetings provide the opportunity to build relationships, gain trust, and ultimately help your clients achieve their financial goals. However, preparing for a meeting can be time-consuming and overwhelming, especially if you are managing a large number of clients. This is where […]
Why a Custom CRM System is Best When Switching CRM Systems
As your business grows, you may find that your current CRM system no longer meets your needs. Whether it’s limited functionality, difficulty in managing data, or poor integration with other tools, switching to a new CRM system can be a daunting task. While there are several options available in the market, a custom CRM system […]
5 Myths of CRM Features
Customer Relationship Management (CRM) software is a powerful tool that can revolutionize the way businesses operate. However, there are many misconceptions about the features and capabilities of CRM systems that prevent businesses from realizing their full potential. In this blog post, we’ll debunk five common myths about CRM features and set the record straight. Myth […]
RIA Valuations
Looking to transition out of the business? I’ve worked with an office that was able to get 4x the valuation because of an optimized CRM. An optimized CRM adds value to the sale price in a succession. Give the buying party a way to quantify your book of business with metrics and reports to back […]
New Year, New Workflow: Templates and Clean Up for a Seamless Client
I have an amazing opportunity to conduct a Practice Management Takeover with Redtail Technology today! What is a Practice Management Takeover? Once a month, Redtail Technology partners with a professional in the industry to provide Redtail Technology users with best practices, insights, and to discuss strategy. If you are new to this webinar series, I […]
3 Reasons Why CRM Optimization is Important
Without CRM optimization, your CRM software is a glorified digital rolodex. The power behind CRM software comes to life when you document every client touch with your brand. Even if someone is calling in to ask the balance of their 401K, you still want to go in the CRM, add a note for history, and […]