The Client Relationship Management (CRM) system for today’s financial advisor. Many professionals tend to devote more time, energy and money than they should in a constant effort to improve their practice. Imagine how much easier this task would be if you had an opportunity to "pick the brains" of some of the outstanding leaders in the financial services industry? What if you could spend an entire day with the pioneers in the field of financial planning, asking all your questions about managing a successful practice? How would you feel if after the meeting, these professionals offered to provide you with all of their own time-tested materials?
Practice Builder Financial is a complete CRM system. It is designed to carry you from your first reference to a prospect, through the introduction and planning process, to a permanent, continued relationship thereafter.
Contact Manager – You might already use Act or Outlook. The difference is that Practice Builder as a software tool customized for financial professionals. A fully interrelated data base stores extensive information on your clients and prospects: all contact data, personal profile, preferences, spouse, children, professional advisors, third party vendors, institutions, account values and more.
Financial Planning Tools - Using the Master Checklist of personal financial planning techniques, you may select those applicable for your client, make easy edit or additions, and assemble a powerful report to stimulate client action. Checklists simplify client plan monitoring and implementation. For each type of client meeting Practice Builder provides an easily edited Meeting Agenda which is matched up with pre-formatted Interview Notes to be easily edited for every individual client, prospect, business owner and group presentation. These create a powerful first impression, and are an excellent due diligence record of all client communications.
Special features enable you to assemble the client's significant Personal Objectives, prepare a summary of the Critical Assumptions and Investment Attitudes to be used in preparing the client's plan. Confirmation by the client of these three pages assures that the client makes the right choices and decisions - all prompted for you by the text within Practice Builder.
Practice Management Tools - You will build a solid foundation for financial planning – enhancing the day to day activities for running your practice by increasing the frequency of client communications. Practice Builder incorporates a Comprehensive ToDo System, Task Management, Appointment Calendar and Mailing History.
Because good clients deserve excellent service, Practice Builder contains a substantial variety of Service Letters, which you may supplement with your own favorites. These link to the contact information for third-party vendors and other professional advisors - to automate your service correspondence; copies to your clients and other advisors can be automatic.
Keeping Good Records is the key to reducing professional liability, so Practice Builder includes a procedure for time-stamped Custom Notes plus Auto-Filing of all Correspondence, and Prompting for critical tasks. Due diligence and Liability protection system automated for your professional operations. It will help manage Appointments and Tasks for an entire staff and remind whenever an important event is approaching. There are also valuable marketing and management spreadsheets and reports.
Resource Library - Within the Practice Builder is a mature library of resource material available at the click of a mouse. Preformatted letters will provide nearly all of your correspondence with prospects, clients, businesses, third party vendors and other professional advisors. You can swiftly edit these letters to conform to your own preferences and style, and naturally you may add your current letters to the system, all easily indexed for retrieval and use.
Over 1,000 Consumer and Advisor Focused Articles on financial subjects are arranged within nineteen menus from which you may select those most appropriate for a prospect, product customer or financial planning client. Use within another plan, or as a separate paginated report. A great tool for responding to website inquiries.
All of these tools are fully integrated and designed
to work seamlessly together in your practice.
These Articles transform Practice Builder into an automated "Drip Marketing" system, since Practice Builder matches them with cover letters into marketing sequences to maintain frequent, high-quality contact. Turn hundreds or thousands of names into high caliber clients, using the unique Automated Marketing Module, which uses nurturing and relationship marketing techniques to instigate clients into giving you more referrals.
Marketing System - You cannot divorce your service of current clients from the acquisition of new ones, since referrals are proven to be the low-cost, high-quality path to building your client base. You need the capabilities to cross sell all current clients, maintain frequent contact with Marketing Campaigns, E-mail Marketing, Global Applications, Invitations, Letters and Articles. Practice Builder indicates the relationships between clients and their other advisors, and can automatically generate correspondence copies for them. Using the optional Marketing Module, all your contacts can be addressed with information from the Resource Library at a frequency and sequence you determine.
We have developed a number of Add on Modules for Practice Builder Financial to expand its use and provide added value.
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