Advisors Assistant is the cornerstone of our practice. My staff and I use this software program every minute of every day. It’s great to have a management system that is changing and keeping up with our ever changing industry and our growing practice.Juli McNeeley, LUTCF, CFP®, CLU
The fiduciary firestorm is almost upon us, but good CRM can help you survive.
The quick answer is, “It Depends.” In this article, we’ll help you make that decision for yourself.
You’ve seen many articles about the need to stay in touch with your clients on a regular basis.
November 17-19, 2016 Dallas,...
June 26-29, 2016 Albuquerque,...
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Fort Lauderdale, FL
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San Diego, CA
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San Diego, CA
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Las Vegas, NV
About Client Marketing Systems, Inc.
Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for over 30 years.
Client Marketing Systems is a user driven company. Ideas for enhancements come from users, the best judges of what’s needed for the software. Users of our computer-based system get free updates from our web site for a full year after purchase, so they get the advantage of ideas under development! Web-based users get ongoing support and updates for as long as they use Advisors Assistant.
Client Marketing Systems, Inc.
880 Price Street
Pismo Beach, CA 93449
800-799-4267 TOLL FREE
800-643-4488 TOLL FREE
Australasia Office Advisors Assistant Ltd
22B Willcott Street
Mt Albert, Auckland 1025
09 973 5670
0800 799 426 TOLL FREE
0800 643 448 TOLL FREE