Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors


See Three CRM Workflow Engines Today At 4 ET

At this afternoon’s webinar at 4 p.m. ET, Blane Warrene, an operations consultant, is going to talk about how advisory firms can embed their processes in their CRM.

This is the single most important way to improve your efficiency, scalability, and client service.

To help Blane illustrate how you do this, I asked three of the leading CRM vendors specializing in the independent advisor market (Junxure, Redtail, and XLR8) to provide two-minute videos showing how you use theirn software to embed your workflows.

We’re going to show each of the two-minute videos at Blane’s presentation today and post them for members of advisors4advisors.

Register for today’s webinar here.

2 Responses to “See Three CRM Workflow Engines Today At 4 ET”

  1. November 9th, 2009 at 12:53 pm

    Amy Miller says:

    I had some good notes from the CRM Workflow webinar. We are just in the process ourselves working with our new Junxure software and applying all we have learned. I would appreciate receiving a copy of the 3 processes.

  2. November 9th, 2009 at 3:27 pm

    Andrew Gluck says:

    I’m glad the session was helpful.

    The three processes are part of the Advisor Rewards program on advisors4advisors, our new practice management portal for advisors.

    We provided all webinar atetendees a free six-month subscription to

    When you join advisors4advisors, you just fill in your profile and reveiw your apps in order to get access to three processes.

    Another imporant document we are giving aay as part of the Advisor Rewards program is a 2010 RIA Compliance Calendar.

    Advisors or support staff can email me with "Please Give Me A Free 6-Month Membership" in subject line and I’ll send you a link where you can register for advisors4advisors.

Leave a Reply