I hope you get value out of this blog post.
Financial Advisors, are you still using Excel to track your opportunities? In this week's best practice video, let us show you how you can better track this and never lose sleep again whether you are missing out on an opportunity.
And if you are using a Redtail CRM or Wealthbox CRM to track this - kudos to you. However, what I have found is that during file prep, that is one more area for you to remember to check. Having it in one place with all the other notes makes just that more sense.
The details can be in the Redtail CRM or Wealthbox CRM since they do a great job of tracking that. However, having a note as a "tickler" for you will ensure it is never forgotten. As they say, out of sight out of mind - no more.
Check out this video for a unique and easy way to do so:
If you are not using Pulse360, consider scheduling your demo to see how you can increase referrals from CPAs.