Monthly Archives: December 2015

Four Considerations When Choosing Your CRM

  • Posted on December 2, 2015
  • /Under Blog
Most advisors today won't disagree with the notion that any successful, growing firm needs to have a CRM (Client Relationship Managment) system. There are no shortage of available systems out there, but there are also a number of different key considerations to evaluate when choosing which one is going to fit your firm. Begin with the end in mind. As this article in Financial Planning magazine points out, optimizing your CRM means understanding where you want your firm to be in the future, not where it is today. We all know that the…continue reading →

The Currency of Trust

  • Posted on December 1, 2015
  • /Under Blog
I recently read a pretty direct and elaborate customer experience from someone based off of their terrible experience with a product and service combo that they purchased. The real takeaway that I took from their story was not their experience with the product. It was with the way they were served by the business owner and the lack of integrity and trust that the customer felt after the relationship terminated and the buyer shared their lack of alignment with the product and service. Mark Twain has been quoted saying "Always tell the truth.…continue reading →