Advisors4Advisors

Event 

Category:
Financial Advisor Webinar Series
Title:
Embedding Processes In Your CRM
Presenter:
Blane Warrene
Company:
Advisors4Advisors
When:
11/06/09  4:00 PM EST - 12:00 AM EST
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User rating
 
3.9 (101)

Description

An effective CRM system is essential to successful practice management. It helps you track and improve client service and manage your support staff.

But to maximize this technology, you need to embed processes into your CRM system. In this session, Blane Warrene, a technology and operations consultant to financial advisors, will show you how.

Warrene has 18 years of experience in broker/dealer and RIA technology and operations, focusing on investment and insurance systems integration, broker/dealer operations management, process design and implementation, and strategic planning.



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Rating:
 
3.9
 
 

0 of 0 people found the following review helpful
Great introduction as to WHY CRM.
I am looking forward to using the tips in my workflow process gathering. Thanks...very helpful and realistic overview.
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4.0
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scoyle12 Reviewed by scoyle12
November 05, 2009

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Last updated: November 05, 2009
 

0 of 0 people found the following review helpful
Good, and because we've been looking at CRMs this was not new information. Perhaps when we get the docs from a4a some of the steps documented will add additional value.
Nevertheless, it was good -- thank you!
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4.0
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Newground Reviewed by Newground
November 05, 2009
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Last updated: November 05, 2009
 

0 of 0 people found the following review helpful
This one was very informative. A lot of territory to cover in an hour.
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4.0
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lynng913 Reviewed by lynng913
November 05, 2009
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Last updated: November 05, 2009
 

0 of 0 people found the following review helpful
The material is great. I was hoping to learn how to set up the Retail CRM with process steps.
Rating:
 
3.0
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daniely951 Reviewed by daniely951
November 05, 2009

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Last updated: November 05, 2009
 

0 of 0 people found the following review helpful
Would have been nice to see the demonstrations
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4.0
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stanleys281 Reviewed by stanleys281
November 05, 2009

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Last updated: November 05, 2009
 
 
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