Success as a financial planner is all about being detail-oriented and staying organized. Whether you're preparing for a meeting with a client or tracking your progress with a new lead, financial planners need all of their client info, documents, and to-do lists at their fingertips. Plus, you also need to meticulously document client interactions for compliance purposes. Without a simple and easy to use CRM, all of this paperwork and process tracking would be overwhelming.
Thankfully, you have Less Annoying CRM to help you out. CRM stands for "customer relationship management," and LACRM can help you run your business from single digital space. You can seamlessly move from meeting to meeting with all of your data in tow and track all of your interactions with one easy to use, secure system. Since everyone works a bit differently, you can even customize your account to fit your workflows and personalized plans.
Never lose track of another follow up or referral again. Always have your data with you, wherever you are and at every meeting. Easily track multiple client portfolios, plans, and documents in one program. Offer top notch customer service to your clients and provide seamless onboarding with reminders of outstanding tasks and upcoming to dos. And do it all in a clean, easy to use system that has all of the features you need, and none of the ones you don't.
Start a trial today
, and contact us for training and customizing help. We'll answer all of your questions, show you the ins and outs of the CRM, and even help you get all of your data into the CRM! There's no point in using a system that you find clunky or confusing, and we're here to make the learning curve with LACRM as smooth as possible.
With the help of established financial planners, we've created a template to help you get started with the CRM. It includes pipelines for tracking your leads, client onboarding, and client reviews so that you can easily pull up a list of the contacts you need to focus on today.
This template is just the beginning! Your business is unique, and the Less Annoying CRM team knows that the needs of a financial planner vary widely depending on the type of financial planning you do, the size of your business, and your customers. Less Annoying CRM is designed to be flexible so that you can keep working the way you already do, and mould the CRM so that it reinforces those existing workflows.
If you want assistance tweaking this template, just let us know. We're happy to schedule a call with you, learn about the specific needs of your business, and shape the CRM to fit those needs. And yes, you'll actually talk to a real live person!
Get started with the financial planner template
Customizable pipelines to track new clients and financial plans
Simple reporting features to help you stay on top of your business
Easily see an entire client's history in one place, with all of the data and documents you need