Making notes after contact with a client can’t be over-emphasized. Advisors Assistant provides multiple ways to speak those notes so that they become notes associated with your client in Advisors Assistant.
Sometimes you may want to send an email to more than one email address listed under a client’s name. Advisors Assistant makes that easy with the clipboard symbol on the email address list.
The fiduciary firestorm is almost upon us, but good CRM can help you survive.
Did you know that Advisors Assistant’s connection with Albridge and the Applink interface lets you go right into the Albridge system without even having to log in? With only one click you’ll be connected directly to Albridge right from your Advisors Assistant database.
You were fine before you got the phishing mail, and you’ll be fine if you don’t click. Just don’t click unless you are 100% sure where the click will take you.