by Brennen McLean | May 5, 2025 | Blog
Unlock Hidden ROI and Transform Your Practice If you’re a financial advisor in Canada, you probably rely on a CRM — but is it really helping your business grow? Most advisors use their CRM as a digital Rolodex. But today’s tools can do so much more. From...
by Brennen McLean | Nov 26, 2024 | Blog
For many Canadian financial advisors, the CRM was supposed to be the central tool to simplify operations, stay compliant, and drive revenue. But instead of helping, your wealth management CRM might be holding you back. In this article, we’ll explore why most CRMs fail...
by Brennen McLean | Nov 5, 2024 | Blog
In the ever-changing world of wealth management, adhering to compliance standards remains a pivotal issue for independent firms in Canada. With stringent rules and continuously evolving guidelines, staying compliant can seem like an uphill battle. However, Customer...
by David Ward | Jun 21, 2024 | Blog
Canadian financial advisors are busier than ever. As client loads increase and admin demands grow, keeping up feels like a full-time job. That’s where process automation in wealth management comes in. With the right CRM automation tools, advisors can streamline...
