Customer Relationship Management Archives - Creative Edge

How do you manage your relationships with your clients?   Do you use sophisticated client relationship management (CRM) software, like Salesforce? Or do you do it the old-fashioned way, perhaps with an Excel spreadsheet or even a physical contact book? According to a study by Financial Planning Magazine, more than 90% of financial professionals report… Read More

We’re already four months into 2019. Are you on track to hit your new client goals for the first part of the year? If your answer is no, you’re not alone. The good news is you still have time to get on track and hit your growth objectives. One way to acquire new clients is… Read More

If only I could clone my best clients. It’s a thought that’s crossed every financial professional’s mind at some point. Your best clients are the ones who generate revenue and are easy to work with. If you could gain a few dozen more clients like your 10 best, it would transform your business. The good… Read More

Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More

CreativeOne has partnered with Redtail to offer discounted services. In order to run an efficient business, it is imperative to have a system in place to streamline your customer database processes.  Being organized can directly impact your bottom line. The best part? All contracted agents can receive a discount through CreativeOne. Already have a CRM?… Read More

On Wednesday, April 18, the SEC proposed a best-interest standard for broker-dealers. Under this proposed standard, broker-dealers and associated persons would be required to adhere to the best interest of the client and to develop policies and procedures to mitigate and disclose conflicts of interest. It would also prohibit BDs and associated persons from holding… Read More

How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More

Join us for a live 1 1/2 day in-person event in Scottsdale, Arizona hosted by Thomas Gold Solutions. Super charge your knowledge of Income Maximizer. 10 hours of software education and appointment training. Small class size, 14 attendees max, breakfast & lunch included. Multiple locations and dates for your convenience. March – Scottsdale (March 22-23,… Read More

A story’s worth a million words. Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him. Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes —… Read More

Why I Moved to Client One and Why You Should Too For the past few decades, I’ve been working for privately owned broker dealers in the Kansas City area. What I loved best about the brokerage, was the family-feel. I wasn’t certain I could find another relationship-driven broker-dealer when the brokerage merged with a corporate-driven… Read More