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To fix repeated problems, you need a process!
by Tony Vidler        For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents. Process cures problems.   Process is what builds franchise businesses.  Process is what creates turnkey operations that are highly valued […]
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Penny-Pinching In IT Is Madness
by Tony Vidler        Professionals keep getting their fingers caught in the trap of “penny pinching”, especially in IT. This is especially crazy when the IT is protecting the IP.   We know that there are many many areas where cheap actually becomes  expensive in the long-run, and nowhere is this more true in my […]
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personalize-engagement
Adviser Marketing: Personalise or Perish
by Tony Vidler        Everyone today wants “it” to be about them.  They expect personalisation in our contact with them.  For financial adviser marketing then it really does come down to “personalise or perish” – with perishing meaning you vanish from your target markets mind. You cease to exist for them in reality, and am therefore […]
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digital-marketing
Taking Charge Of Our Digital Moments Of Truth
by Tony Vidler        So much is done via digital engagement today by our clients and prospects that there literally hundreds of “digital moments of truth” for our practice on a daily basis.  A “moment of truth” is that instant during interaction with our firm when a customers expectations are tested.  The rise of digital interaction […]
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Financial advisor CRM database
What to consider when selecting a CRM system
by Tony Vidler  One of the thorny issues for financial advisers is finding the right CRM system.   What makes it difficult is the struggle to define what is “right”.  As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve.  Begin […]
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5 ways to make smarter use of your CRM system
by Tony Vidler        In days gone by Customer Relationship Management (CRM) systems were used as little more than simple marketing machines. They contained enough information to know who your clients were and how to contact them, and perhaps even had some prospects in there, and be able to produce a mail merge to run […]
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