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Summary: Making the decision to implement a customer relationship management (CRM) system is a big one. Before embarking on the rest of the journey, there is much to be considered, and here we will talk in depth about making the decision to move forward toward the platform selection process.
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Summary: To avoid losing focus, financial advisors should embrace four practice management disciplines that will help them better serve investors and stimulate growth at the same time: sustainability, reliability, referability, and profitability.
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Summary: Deena Katz began her session at Junxure’s third annual advisor conference on Thursday by mentioning she was starting her 40th year in the advisor business. Despite her longevity, the co-chair of Evensky & Katz/Foldes Financial, who has been teaching at Texas Tech University for 10 years, lives very much in the present, with her keen blue eyes focused on the future as well.
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Summary: When clients need something, they do a search online or ask questions of their friends and family, sometimes in person, but more often than not online via email or Facebook or Twitter. Yet many advisors and firms lean on older techniques, such as direct mailings.
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Summary: Work your warm market” is the mantra for newly minted financial advisors. And what market is warmer than family? They are the most accessible and usually have an interest in supporting your success. They may feel that, as family, you will be more trustworthy and treat their investments with a heightened sense of care and protection. Or maybe they just didn’t know how to say no to you.
