A CRM program is something that EVERY advisor should be used with EVERY client. Doing so will help you avoid regulatory issues and mitigate lawsuits.
Most CRM systems are expensive and difficult to use. OnPointe CRM “light” is extremely easy to use and offers the core functions that every CRM offers.
–Take and save notes (like about in-person or phone conversations with a client/lead)
–Add attachments (like an illustration (life or annuity) you emailed or gave to a client)
If you are interested in getting access to the OnPointe CRM for FREE, email email@example.com.
To watch an overview video of how the OnPointe Landing Page system works, click here.
What goes hand-in-hand with an email drip system? A landing page system to collect data!
With the OnPointe Landing Page system, you can create highly effective landing pages with ease using our drag and drop page editor.
And the best part? No development skills are required. Publish with a single click and start capturing leads immediately.
No, really, and the best part? Advisors who work with AdvisorShare can have several landing pages pre-loaded to give away books (like the Retiring Without Risk, The Doctor’s Wealth Preservation Guide, Bad Advisors, and The Home Equity Acceleration Plan) and several different white papers.