Tag Archives: CRM

See my CRM and Productivity Presentation on March 17

Posted on March 11, 2009 by in Practice Management, Software

I’m busy working on the final slides for a presentation I’m delivering to the Mid-Oregon chapter of the FPA on Tuesday, March 17.  Lunch is served at 12:30PM, the first speaker begins at 1:00PM, and my session begins after 2:00PM. I’ve been asked to provide an overview of the CRM software market (not a small task!) and also provide easy productivity tips that can help financial advisers get the most out of each workday.

If you’re in the local vicinity, I encourage you to sign up for what I hope will be a very informative presentation.

Click here to visit the FPA of Mid-Oregon meeting page.  Cost is just $55 for FPA members, $65 for all others.

Pre-registration (at least 24 hours in advance) is strongly advised for all chapter meetings. To pre-register contact the Chapter Executive Director, Linda Barba at (541) 284-9855. Please leave your name, membership status, sessions attending, and number of guests.

CRM Review: AdviceAmerica ClientVision

Posted on February 21, 2009 by in Software

This is my first in-depth review of an application targeted for financial advisers.  Please post your comments on things like image quality, layout, and descriptions to help me improve the review process.

After exchanging several tweets with Bradd Delmuto (@bdelmuto), I attended a demonstration of AdviceAmerica, Inc.’s new ClientVision CRM utility.  Bradd was very helpful in coordinating a live demo with Gary Kinghorn, director of product management for AdviceAmerica.  Gary walked me through many of the features of this new program that I’ll share with you below.

First, some background.  AdviceAmerica has been around since 1999 and financial advisers may recognize the company for its AdvisorVision product, a web-based financial planning software tool now in its 7th major release.  For more on the company’s AdvisorVision offering, read Joel Bruckenstein’s review in the November 2006 edition of Financial Advisor Magazine.

Update: AdvisorVision 7.0 was reviewed in July 2009 by Joel Bruckenstein in this Morningstar Advisor article.

Do Advisers Need Another CRM?

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