Comments on: Best CRM for Financial Advisors https://indigomarketingagency.com/do-advisors-with-crms-close-more-sales/ Financial Advisor Marketing Services Tue, 02 Apr 2024 17:02:48 +0000 hourly 1 https://wordpress.org/?v=6.4.5 By: Claire https://indigomarketingagency.com/do-advisors-with-crms-close-more-sales/#comment-75 Mon, 17 Apr 2017 23:12:48 +0000 https://indigomarketingagency.com/?p=731#comment-75 In reply to Leonard Parker.

You’re right, that’s an excellent point and I wholeheartedly agree. Thanks for sharing!

]]> By: Leonard Parker https://indigomarketingagency.com/do-advisors-with-crms-close-more-sales/#comment-70 Sat, 15 Apr 2017 14:18:59 +0000 https://indigomarketingagency.com/?p=731#comment-70 Great article Claire. For the reasons you laid out, CRMs are a great addition to any advisor’s marketing and sales toolbox.

CRMs are also a great way to maintain “personal touch” with clients. For instance, advisors can keep notes on their clients’ special dates, like birthdays, wedding anniversaries, work anniversaries, etc. Set an alert, and you can send your client a special note on their special day.

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