Simplicity Ops

The firms winning top talent right now aren't necessarily the ones offering the highest compensation.

Culture, clarity, flexibility, and leadership are beating compensation alone.

Join us next week as we discuss what today's top candidates are really looking for in wealth management firms!

📅 Tuesday, June 23
⏰ 11:00 AM PT

Register here: https://us02web.zoom.us/webinar/register/5317799009734/WN_-rmsn1mTTOGV8kA0xwWjYA

Underutilizing Your CRM? - Here's the next step in doing it better

99% of advisory firms are dramatically underutilizing their CRM.

They use it to store contact information, look up phone numbers, and occasionally document notes.

In other words, they're using a VERY expensive Rolodex.

Which kills me because it could be a heck of a lot more than that if you build it right... like a true contact management system that will help you and your team:

• Understand exactly who your clients are and how they are connected
• Track key relationships across households and generations
• Segment contacts for more personalized communication
• Identify centers of influence and referral sources
• Create visibility across the entire team
• Support workflows, automation, reporting, and client service

I have said it before but I'll say it again for those who are still trying to do it in the reverse order, contact management is the foundation of every rock solid operational system.

Before workflows.
Before automation.
Before technology integrations.

Take a look at this YouTube video where we dig in deeper to this idea of leveraging your CRM as a true contact management system - https://youtu.be/MyFnjU1u5l4

We will give you guidance on how to apply these lessons to your own practice! Book a complementary Ops Strategy Call in the comments!

Dayummmmm… 😂

This is what happens when you stop treating your CRM like a filing cabinet… and start using it like the business management tool it was designed to be.

A real snapshot from one of our client engagements over an 8-month period.

This is the stuff nobody talks about because it’s not flashy or fun.

But THIS is the foundation.

Do yourself a favor and focus on the foundation first and the sexy stuff second.

This is why we do what we do.

These little “aha” moments, when it finally clicks and the team starts to feel the difference, make all of it worth it.

Love seeing transformations like this.

And even more, love getting to work alongside such exceptional teams.