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Wealthbox is an optional but solid add-on system which we are able to license for a group discount. Click here to learn more about adding this to your practice.

Not all advisors will need a traditional CRM. We just need to ensure client data is accurate and up to date, and nothing falls through the cracks.

From a practical compliance standpoint, every client file must have:

• a contact record

• all client information we can reasonably uncover and document

• all communications and deliverables documented

• a cadence for following up and keeping on track

• we are never "done" with an Active Client.

There is always a Task or reminder to be assigned.

There is always a "what's next."

How we go about getting this accomplished depends on the advisor, the practice, and the needs of the client.