Practical Applications of CRM During the Financial Advice Lifecycle

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. 

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Create Rank Winning Pages By Beating Competitors At Their Own Game

To excel in digital marketing, as for anything in life, you must begin by setting your sights high. The competition for gaining supremacy in digital marketing is intense: the players engage in a fight unto death to secure better ranks against targeted keywords, and things can soon turn quite ugly. Compete hard by staying away from the fire and fury of battle. Apply your mind and set a high target by benchmarking the best ranking page of your competitor. If you can outrank that page, you automatically move much ahead of others.

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Reasons why your support team needs their CRM User ID

The success of your practice hinges largely on strong client relationships. And while advisors may deliver exceptional client care, the quality of your service also depends on your support teams. Advisors initiate client relationships. But support staff often facilitate, helping with record-keeping, ensuring compliance, and managing communications.  

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Do You Want To See Yourself In Print?

Imagine increasing sales by 29%. Picture the ability to improve productivity. Visualise simplifying the necessary daily grunt tasks. Is this business Nirvana? Interestingly, all of those statements are the genuine benefits a company can experience when they implement a Customer Relationship Management solution (CRM). Better still, CRM isn’t a stand-alone option that brings automation and efficacy to just one part of a business. CRM can benefit every single department by uniting marketing, finance, sales, logistics and customer service. With all those proven advantages, the opportunity to write reams of positive articles on this subject are endless.

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Accelerate Your Business Growth

We’re living in a device-saturated world. The multiplicity of technology and the accessibility of information is enabling busy customers to research prior to purchase. Prospects are now in a much stronger buying position, so the power has shifted from the company to the individual buyer. This has significantly changed the complexion of the customer journey.

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