Updated Monday, July 14, 2014 as of 10:21 AM ET
Practice - Practice Management
Boosting Asset Under Management with Customer Relationship Management
Sunday, December 1, 2013

When Matt Harring has Tampa Bay Buccaneers tickets to share, it doesn't take him long to figure out who to call. The 26-year-old financial advisor with the Harring Planning Group of Raymond James & Associates can quickly query the contact management tool on his desktop to find out which clients are fans and whom he has invited before. Then he can seamlessly draft emails to find out who might be interested and available.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Honoring the Top Branch Managers of 2013

Current Issue

The June Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

Already a subscriber? Log in here