Changing Client Behavior with Your CRM

This session will cover how to use your CRM to change your client's behavior as it relates to achieving their financial goals.

Key topics include using an advisors CRM to improve the probability of desired planning outcomes by shifting from a reactive to a proactive engagement model. Many advisors recognize the importance for becoming an accountability partner for their clients but struggle with adopting a systematized method for providing that support.

Learning Objectives:

1. Understand how proactive CRM workflows can influence client behavior and increase the likelihood of achieving financial planning goals.
2. Identify opportunities within their existing CRM to shift from a reactive engagement model to a more structured, proactive client-support approach.
3. Apply a systematized method for accountability by using CRM tools (tasks, reminders, automated workflows, segmentation, tracking, etc.) to reinforce client follow-through on planning recommendations.