Wealth Advisors: Are you looking for a Wealth Management Tools?

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debrasmith in Saratoga, California

117 months ago

Wealth Advisors: Are you looking for a Wealth Management Tools?

Date:Tuesday April 08, 2008

Time:11:00 AM PST


This Event is an Online Event.

Website: www.v-softinc.com/htdocs/news-events/siebel.php

Contact Phone:408-342-1700

Event Description

Learn how to:

1. Increase client wallet share through an Advice-Driven Wealth Management Approach

2. Identify and nurture profitable client relationships: Learn how to effectively manage a large number of clients

3. Deliver world-class customer service: Personalized alerts inform advisors and management of events requiring immediate follow up

4. Improve marketing effectiveness: Automatically generate client lists that enable advisors to offer targeted products and services to clients

5. Grow assets under management: Cross sell products to new and existing customers

6. Manage referrals: Automatically generate follow up tasks and reminders for converting qualified opportunities into clients

Who should attend: COOs, CEOs, CIOs, CFAs, VP Sales, VP Marketing, Principles, Owners and Partners in Financial Management companies with 3 or more employees

To register email me at dsmith.associates@gmail.com

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