In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems.
He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input.
Esler also discusses the importance of personalisation in client relationships, leveraging tools like Padua’s Discover and Research Manager to enhance the accuracy and relevance of financial advice.
He concludes by reaffirming the evolving role of paraplanners, who will become more strategic in delivering better, faster advice.
Don’t miss Esler’s expert tips on refining your CRM for greater success.
Click here to listen on your device
In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host ...
In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to ...
In the latest episode of The ifa Show, Financial Advice Association Australia general manager of policy, advocacy and ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin