Most clients follow a fairly predictable life pattern, which informs the sort of financial advice & services you provide. They get an education, buy their first car and first home. They have children. They buy a bigger home and retire.
But your book of business is full of clients, and their spouses and children—all at different life stages. It’s a logistical nightmare trying to keep track of everyone. Unless you acquire some technological assistance.
That’s why people buy a CRM like *ahem* Maximizer CRM for Financial Advisors. It automates a whole range of work processes, helping you meet your clients’ changing needs.Read More >