Winning a new client is a great feeling for any investment advisor.
What helps to maintain that positive momentum is having the digital tools for easy onboarding, engaging in effective client communication, and developing consistent servicing strategies tailored to the client’s goals.
Successful advisors understand that systemizing and automating these tasks not only reduces the time needed to complete them but also reduces errors in the process as well - ultimately delivering a better experience to the client and advisor.
Of course, getting the most out of your processes is a combination of having the right tools and working according to the best practices.
While client relationship management (CRM) workflows promise efficient and consistent service, implementing them can be a challenge at times. You can however learn a method to avoid being overwhelmed and achieve a streamlined front-end for your business.
AdvisorEngine® is offering an immersive, virtual experience to be held on October 22nd and 23rd, 2020. One of the biggest draws to past >drive events has been the opportunity for Junxure® users to gather together and learn from one another. This year will be no different.
During this event, join me for my “Mastering Your Workflows” live session on October 22nd at 1:00 p.m. ET. I’d love the opportunity to help you explore the theory of effectively setting up, implementing, and monitoring your processes. It’s time to turn these routine actions into a digital workflow that works for you and your business.
Here’s a sneak peek at what I’ll be covering in my session:
I have years of experience teaching and coaching hundreds of advisors. We’ve worked through automating workflows and actions and we’ve worked to digitize processes.
Let me help you! Registration for virtual >drive2020 is open. Register now to save your spot. I am looking forward to virtually seeing you there.