I remember a time, not so long ago, when my desk looked like a battlefield of sticky notes and overflowing folders. Each client, a different color of note, a different folder thickness, a different set of reminders tucked away. As a financial advisor, operating here in the bustling, regulated landscape of the USA, my days […]
I remember a time, not so long ago, when managing client relationships in the world of investment felt a bit like juggling. Each client was a separate file, a stack of papers, a series of notes scribbled in a planner, and a mental map of their unique financial goals and personal quirks. We prided ourselves
I remember a time, not so long ago, when managing client relationships in the investment world felt like juggling a dozen flaming torches while riding a unicycle. Every client had their own folder, their own story, their own unique set of needs and worries. We’d scribble notes on legal pads, update spreadsheets with varying degrees
I remember a time, not so long ago, when the idea of "customer relationship management" sounded like something only huge corporations worried about. For my little company, we managed things the old-fashioned way. Sales leads? They lived in a sprawling spreadsheet, updated… well, whenever someone remembered. Customer complaints? Scrawled on sticky notes, often lost in
