Blog Medium Without Sidebar

1. Click on the CRM tab on the left-hand dashboard to quickly access your CRM system 2. The First Screen is your tasks Dashboard, some tasks will begenerated automatically when your sent emails get opened 3. Click on a three-dot button to the left of the Status field to eitheredit it (Open Task) or close it (Close) 4. Click on a lead’s name to access the lead’s card and edit theirdetails 5. Click on the Lead’s tab to access your list of prospects 6. Click on the first or last name of a lead to access their details7. Add notes/comments for a lead after a follow-up by...

Svetlana Patokova

25 Jun 2021

Working Remotely: Virtual Interactions between Advisors and Clients

Financial Advisors Benefit from Working Remotely We are now into a second year of new remote work rules, precipitated by the pandemic. Large numbers of financial advisors have become accustomed to working from home. While the forced shutdowns hurt a lot of industries and individual businesses, financial planning, in general, not only survived but prospered, virtual interactions helped, not hindered, business, it seems. Thus, the field test of remote worksites has led to a wave of independent advisory firms abandoning the traditional office space for permanent home offices. A New Experience for Advisors A large number of financial advisors have used the pandemic as...

Client Success Team

24 Jun 2021

Quick User Guide – CoinOptimizer

According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them?

Client Success Team

22 Jun 2021

Quick User Guide – RegBI Optimizer

Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the email is mandatory,it will be used as a unique identifier. We are assessing the best interest on the Step 2.We going to look at suitability, how suitable is the portfolio is to theinvestment risk tolerance.Copy the link and send it to your client by email. This step is optional. Choose Transaction type. In our case it is 401K to IRA scenario. Add a current portfolio.Once you click Add new Portfolio, you can add something...

Client Success Team

22 Jun 2021

Quick User Guide – Prospects of Wealth

Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database is the same as in Larkspur Executive program), or HNWI – High Net Worth Individuals, or both Executives & HNWI, and hit “Search” button. Email addresses, social media accounts and phone numbers are provided when available, and e-mails can also be requested (our data team will find the e-mail addresses). Click on the hyperlinked Plan (in the Available Plans column) tolaunch the Plan menu in PCT. Examine the Plan using...