MaxTips for Financial Advisors (2/4)

MaxTips for Financial Advisors (2/4)

Getting your Client Profiles in OrderThis week we’re presenting MaxTips for Financial Advisors – a four-part series with key insights for Financial Advisors who are looking to a CRM to build and expand their book of business. Today we outline best practices for...
Client Retention & Consistent Communication

Client Retention & Consistent Communication

A better financial portfolio means happier clients, right? Despite a healthy bank account, customers are becoming increasingly self-empowered to switch providers. So what can you do to foster client retention? Why investors leave their advisors When surveyed, only 29%...
Unravel Your Spreadsheet Spaghetti with CRM

Unravel Your Spreadsheet Spaghetti with CRM

According to Capterra, some 32% of SME’s still rely on the capture, storage and tracking of vital customer data and interactions in spreadsheets, with a further 20% via email platforms and 15% using manual methods. These data management practices are certainly...