The $0 Advisor Marketing Strategy
May 21, 2013
We understand that many financial advisors run a “one-man-show” type of firm. After you shell out for the essentials of running a business, your marketing budgets may look a little slim.
Blog
5 Advisor Communications That Matter Most to Clients
May 14, 2013
Do your clients hear from you on a regular basis? It's important to keep in touch, but it's just as important to make sure you're providing the kinds of information they want.
What do your clients want to hear about?
Increasing Profitability - How Advisors Can Streamline Client On-Boarding
May 8, 2013
How much are your services worth?
Recently my wealth management firm examined our client on-boarding process, focusing on how we can be more efficient with our time and provide exceptional service to our new clients while being more cost effective. We couldn't have even dreamed of doing this without access to tons of client data. Here's how Junxure made it possible.
Junxure CRM Expands Leadership Team
May 1, 2013
Junxure CRM has expanded its leadership ranks with the addition of financial services and technology veteran, Bill Banks, who has joined the firm as Executive Vice President. Junxure Operations Executive, John Shangler, was also elevated to EVP.
The Benefits of Client Portals for Advisors
April 23, 2013
As executive project coordinator at Private Ocean, a wealth management firm in the Bay Area, one of my goals is to help research, integrate, and promote the latest technology - a key client-service focus area that really sets our firm apart.