Wealthbox
Financial advisers are constantly on the lookout for new clients. When one is first starting out as an adviser, it can be particularly difficult to reach the types of people necessary. As a result, many seek to use customer relationship management or CRM tools to manage the customers that they have, and hopefully build upon those relationships. It is nice to reach out to customers from time to time just to see how they are doing and how you may better serve them. The clients love this, and it is a way of building up trust with them that is long lasting. Many financial advisers say that it is more about the personal relationship that they establish with the client than it is about the money. If that is true, then it is a good idea to have some idea of how to track and manage those clients so that you may reach out to them whenever it feels appropriate.