In the March edition of Inside Information, Bob goes in depth on:
Worried that client service tasks are falling through the cracks? Here’s why some firms are adopting project management software—and it’s quickly becoming the hub of their operations. Takeaways: Every client becomes a ‘project’ and you can set up templated task lists for prospects, onboarding and client meetings, that can be customized to each client. Some advisors are creating collaborative workspace portals where they and their clients can