Bankruptcy: the nightmare that every business owner fears. If you do not have an effective debt management strategy or plan for your company, you are vulnerable to the threats of insolvency. It is crucial for you to ensure that you take the appropriate steps and measures to avert bankruptcy and never allow your business to stray onto that path. Large organizations have departments and trained staff that deal with business debt management. However, small to medium scale businesses often lack the experience and skilled manpower to manage their cash flow. Most of the time, the owners of the firm are not financial experts themselves and can make hasty decisions, which can be detrimental to the financial health of the business.Read More >
Increasing the number of conversions requires increasing the quality of interactions between the customers and the business. This is a simple law that works perfectly in modern online business. To ensure the law is followed, businesses try their best to provide a cohesive customer journey.Read More >
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 >
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.Read More >
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.Read More >