How-To Articles

Tagged in Research

How To Actually Generate Customers On Professional Networks: Part 1

Asked by Julbert Abraham from AGM - LinkedIn Marketing & LinkedIn Training

  • 5861
  • 476
  • 66

If you're wondering if you can get clients from a professional network such as LinkedIn or Alignable (or any... Read Full Answer

Data & Insights

Tagged in Sales & Promotions

10 Actually Actionable Benefits Of List Building

Asked by Juan Manuel Colome from Top Response Marketing

  • 1425
  • 25
  • 7

What is List Building all about?

List building refers to a continuous process of adding new and updated subscribers to your list.... Read Full Answer

Local Business Stories

Tagged in Local

Celebrating Small And Locally-owned Businesses With Bill Brunelle of Independent We Stand

Asked by Alan Belniak from Alignable

  • 1846
  • 1
  • 0

Today's special edition of the Local Business Stories by Alignable podcast highlights... Read Full Answer

Financial Services Professionals, What Programs Do You Use to Manage Your Client Base?

By Sarah Drury · Posted on Monday, July 17, 2017 · Tagged in Software



Trevor Chapman from IG private wealth (JB&A)
2 Locals Recommend Them • Answered on Monday, July 17, 2017

We use Pathway, very similar to sales force. It works well for logging all communication and accounts.


Sarah Drury from Kingsmen Capital Small Business Financing
1 Local Recommends Them • Replied on Wednesday, July 19, 2017

thank you

Jeffrey Edge from Viking Mergers & Aquisitions
0 Locals Recommend Them • Answered on Monday, July 17, 2017

We utilize act! after formerly using Salesforce. We do keep some information currently in Excel spreadsheets but are working to integrate them fully into act! as soon as possible. Hope this helps.


Sarah Drury from Kingsmen Capital Small Business Financing
1 Local Recommends Them • Replied on Wednesday, July 19, 2017

thank you

Charles F Simon from Charles F Simon, Financial Advisor - EdwardJones
4 Locals Recommend Them • Answered on Monday, July 17, 2017

The the programs selected for any given client are always based upon that clients needs. Each client has different circumstances requiring different programs to be employed for them. Sometimes we need work base programs for owners of businesses. In other instances, all we require are a series of personal accounts including Traditional Ira accounts and Roth IRA accounts. We always employ financial planning tools and reports to help clients understand both where they are today and what programs to undertake that are best suited to their individual needs.


Sarah Drury from Kingsmen Capital Small Business Financing
1 Local Recommends Them • Replied on Wednesday, July 19, 2017

thank you

William Smith from Financial Strategies Consulting
7 Locals Recommend Them • Answered on Wednesday, July 19, 2017

Depending on the objective of the client, but I use report, graphs and other visual aid and crm system to define the goals along with their needs for the client


Sarah Drury from Kingsmen Capital Small Business Financing
1 Local Recommends Them • Replied on Wednesday, July 19, 2017

thank you

Load More



Join Your Local
Business Network

Connect & get quality referrals
from Small Business Owners