CRM

Technology

Total recall: the data necessity

The absence of efficient client relationship management (CRM) systems and processes will dramatically lower the value of a business. Brokers who are asked to value a financial planning or accounting practice will typically discount the sale value if the principals don’t have accurate client records sitting on a modern CRM platform. Most buyers understand that […]
Industry

The latest Alpha mail

Paul Melling Retirement Planning, based in Heidelberg in Melbourne, is the latest firm to join Alpha Group, the collective of Victoria-based independently owned financial planning practices. Alpha Group, which was established in the late 1990s to support and facilitate the sharing of ideas between like-minded advisers, held its annual conference in early October. It was […]