Satuit
If you are constantly rushed and juggling a few different things at once, this is probably a good sign that your business is growing. However, it may also mean that you have too much on your plate. It could prove difficult to keep it all together during times like those. Luckily, you can rely on CRM software like Satuit to do some of the heavy lifting for you. Satuit is a program specifically deigned for the overworked financial advisor. It stores critical information about client's and their needs. Thus, you can pull from the database of information you have collected on these various clients whenever you need it. That is helpful because you then can see what you have talked with them about, what they still may have questions on, and when their next appointment is scheduled for. Keeping yourself organized like this helps promote greater accountability to your clients, and everyone likes that.