It may be the case that one of your clients saved a significant amount of money by listening to your … More
Category: Software
New regulation is here and one software provider believes it can help you restore client confidence:
New CRM2 regulations are here. Made in Canada, CRM2plus software can help you restore client confidence. CRM2 performance reporting is made easy. Graphs and charts give you tangible and demonstrable proof of your value as a financial professional…
Client Questions, Time Pressures, and CRM2
CRM2 has increased the workload for the FA and CFP. What can you, as a professional do? New tools have become available to save you time and help provide the tangibles that your clients need from you… CRM2plus.com
Time Management and the New Financial Advisor
Valentine’s Day and I’m certain you are working late. Managing time is impossible with the mass of tasks that need to be done. The right tools can help.
How can prepping client meetings be made more efficient?
Preparing for client meetings is time consuming. Generating the graphs, creating pictorials and tangilbles so that your high net worth clients can appreciate their performance…. is a lot of work. Software has been created to solve this: CRM2plus is some of the best software available for the Canadian market.
Resolutions for 2017 – Finance
Investing is like dieting. No one really wants to get on that scale and see the actual numbers. This year, take charge of your financial future. Take an interest in the details. Its not too hard to figure out if you have the right tools….
Just in time for RRSP season, new software to put you in charge of your finances:
Most investors have questions such as: How much have you invested in total? How much have you made in total? How does your portfolio performance compare to the TSX or other investing alternatives? Will you be able to reach your investment and retirement goals?
Introducing software to help you understand your financial health and answer these questions: CRM2plus.com
CRM2Plus blog 