GetAdvisorFit with Olivia Luper is a series of interviews with financial consultants and industry experts helping financial advisors strategize, market and grow their business using core fitness values and analogies. Do something today that your future self will thank you for with GetAdvisorFit and listen today.
To learn more about Olivia and how her firm Lexicon Advisor Marketing can help you, visit https://lexiconadvisormarketing.com/. If you'd like to reach out to Olivia on Linkedin you can find her @olivialuperlexicon, and if you’d like to follow Olivia on Instagram you can find her @lexiconadvisormarketing.
Episode 35 - Stephanie Dannebaum | Using Your CRM for Proactive Marketing and Client Service Success
🔹Attention Financial Advisors!🔹 Ever thought about leveraging your CRM system to its full potential? Here's how you can step up your game: 👉
We had the pleasure of hosting Stephanie Dannebaum on our podcast "Get AdvisorFIT," where she shared valuable insights on how technology can enhance the client service experience in financial services.
📌 Key takeaways from our discussion:
1️⃣ A well-utilized CRM system can lead to proactive marketing and client service success.
2️⃣ Stephanie emphasizes on the importance of maximizing CRM software to streamline client data, optimize workflow, and enhance customer service.
3️⃣ Redtail Technology and Wealthbox CRM are some of the key tools she recommends for advisors looking to revolutionize their practice.
4️⃣ A shift from traditional roles to a tech-consultant role can be highly beneficial. Stephanie transitioned from roles in investment management and financial planning to leverage her passion for fintech.
Not just for Millennials, embracing fintech can lead to improved performance and a renewed passion for your role as an advisor!
Stay ahead of the curve by integrating technology into your practice. Your client base and your wellbeing will thank you!
Connect with Stephanie here:
Website: https://stephaniedannebaum.com/
LinkedIn: https://www.linkedin.com/in/stephaniedannebaum/
Youtube: https://www.youtube.com/channel/UC8n09JZjb7Wtp4-0XaQyEtQ
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277
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