In today's session of the Financial Crisis Webinar Series, Peter Kaplan, CEO of Financial Productivity Group, and Bruce Moulton, Principal of Moulton Strategic Partners, explained to advisors the importance of documenting their firms' processes and workflows for better efficiency and client service. Kaplan and Moulton, who have implemented CRM systems at hundreds of independent advisory firms, discussed why a CRM system is the central piece of technology for any firm and explained key differences between web-based and locally-hosted systems.
View replay       Download presentation slides (.PDF) 

Using LinkedIn To Attract New Clients
In his March 27 appearance at the Financial Crisis Webinar Series, John Comer, a marketing coach to advisors who has over 28 years of experience, spoke about how you can use LinkedIn to find new prospects. Now he will explain how you can use LinkedIn to help prospects find you.

Register now
Download presentation slides (.PDF)