He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input.
Esler also discusses the importance of personalisation in client relationships, leveraging tools like Padua’s Discover and Research Manager to enhance the accuracy and relevance of financial advice.
He concludes by reaffirming the evolving role of paraplanners, who will become more strategic in delivering better, faster advice.
Don’t miss Esler’s expert tips on refining your CRM for greater success.
The pair discuss:
- CRM data gaps: CRM data often has gaps, limiting its effectiveness.
- Personalisation: Tools like Discover help personalise advice and updates.
- Client relationships: Better data leads to stronger client engagement and outcomes.
- Future trends: Embracing new tech and ISO-certified tools for enhanced financial insights.
