Nerd's Eye View

OCTOBER 13, 2023

The study also identified factors that separated firms experiencing the greatest organic growth from others, which include offering a comprehensive suite of services, having a higher 'close' rate with prospects, and, perhaps counterintuitively, a lack of satisfaction with their client experience. Read More.

Financial Planner 231

Financial Planner Financial Planning Client Management Clients 231

FMG

OCTOBER 6, 2022

CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients. Whenever CRM is mentioned, it’s usually in reference to a tool that can manage customer relationships across an entire lifecycle. What is CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Indigo Marketing Agency

MARCH 12, 2020

It produces the Financial Advisor magazine—the most widely read trade publication in the nation—and provides top financial planners and RIAs with the tools they need to better manage their clients’ wealth. . Okay, now for the review: . If you’ve already read it, thank you!

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planner 52

The Better Letter

APRIL 29, 2022

Talking about long-term ideas, opportunities, and trends, as well as substantive issues related to the markets, might really help people, but the purveyors of business media largely assume that immediacy and urgency are necessary to capture viewers and readers – they may be right about that. But it’s still a charade.

Media 52

Media Advertising Accounting Management 52