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While you wait for your appointment, we invite you to explore a variety of resources we’ve carefully curated for you. These materials are designed to provide insights, tips, and strategies that can be implemented immediately.
The intelligence you were promised, built on best practices that deliver This past year, we rebuilt what a CRM for financial advisors can be. In this keynote, our CEO Frantz Widmaier shows you what we built and where we’re taking it. It runs about 55 minutes, and he spends most of it inside the actual product, not on slides. If
The 5 Events That Generate Perpetual Organic Growth Stop Blending In. Start Filling the Room. Your competitors offer the same services, run the same seminars, and chase the same accounts you do. Financial advisor Bryan Ulatowski found a better way to stand out — by turning boat races, Oktoberfest, and Brunch with Santa into a steady stream of referrals and
6 Steps That Make Succession the Growth Engine of Your Business Two practices of the same size can sell for wildly different numbers. One goes for one times trailing twelve or less. The other clears three or four times, sometimes more. The gap is not timing or luck. It comes down to five things that were either built into the
The intelligence you were promised, built on best practices that deliver This past year, we rebuilt what a CRM for financial advisors can be. In this keynote, our CEO Frantz Widmaier shows you what we built and where we’re taking it. It runs about 55 minutes, and he spends most of it inside the actual product, not on slides. If
The 5 Events That Generate Perpetual Organic Growth Stop Blending In. Start Filling the Room. Your competitors offer the same services, run the same seminars, and chase the same accounts you do. Financial advisor Bryan Ulatowski found a better way to stand out — by turning boat races, Oktoberfest, and Brunch with Santa into a steady stream of referrals and
6 Steps That Make Succession the Growth Engine of Your Business Two practices of the same size can sell for wildly different numbers. One goes for one times trailing twelve or less. The other clears three or four times, sometimes more. The gap is not timing or luck. It comes down to five things that were either built into the
Most financial advisors have a CRM. Most have integrations. Most have data coming out of their ears. And most are still spending roughly 70% of their time on non-revenue generating tasks. Data entry. Meeting prep. Documentation. Follow-ups. Reconciliation across multiple systems. The list goes on, and it’s not getting shorter. But here’s the thing that nobody wants to say out
How Firms Should Evaluate their Financial Advisor CRM This Year Most financial advisors don’t wake up thinking about their CRM. They wake up thinking about the prospect they meant to call last Thursday. The onboarding paperwork still haunting someone’s inbox. The annual review that’s two weeks out with zero prep done. Or the client who updated their email address in
Let’s start with a hard truth: If your target market is “anyone with assets,” then your actual target audience is no one. It’s the most common trap we see financial advisors fall into. They cast a wide net, hoping to not just land, but also not exclude “anyone who needs help with their money”— retirees, business owners, millennials, tech execs,
