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.
Favorite spectator sports are just one of many data points Harring and his father Jeff, the branch's senior vice president of financial planning, collect about clients. Preferred restaurants, wines and charities are all part of the fields they aim to fill out in their customer relationship management (CRM) system, along with notes about clients' family members who could benefit from their services in the future.
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