Peer 2 Peer
Strategic Insights, Straight from Your Peers to You
Raymond James Financial Services Conference
May 21-23, 2012 • Orlando, Florida
When it comes to best practices for advisors, the best advice often comes directly from your fellow RJFS financial pros. We cornered a handful of advisors during this year's conference and posed the following question to them:
What's your most indispensable time-management tool, tactic or strategy, and why? Here's what they had to say:
BECKY CARPENTER
SALEM, IL
"I make a list the night before in Word and share it with my staff the next morning. We then input it into our CRM. It allows me the time to go out and get new clients."
BRENT SIMMS
COLUMBUS, OHIO
"ACT! is the time management tool I use. It's like CRM and has a financial overlay with client data, insurance policies, etc. It's had a significant impact on our business."
DIANE BIRDWELL
COOKEVILLE, TN
"Teamwork and working together as a group in our office. We have a small, two broker office and we keep in constant contact with one another and our clients."
CHARLES NORWOOD
ST. PETERSBURG, FLA (home office)
"First thing I use is Microsoft Outlook for appointments, meetings. I'm based in the home office and that's what works best for me as my time management tool."
JAN SIEVERS
ST. PETERSBURG, FLA (home office)
"I help advisors from the home office and CRM and ARM (associate relationship management) have been the most valuable tools."
SCOTT KOEHN
WAYNESBORO, VA
"It's my CRM. That's my guerilla marketing system and built-in to-do list and appointment schedule. It holds all my client information and automatically assigns tasks."
