Introduction to Advisors Assistant - 2 Days
See why Advisors Assistant is the #1 choice of Financial Professionals.
You'll start with the basics and then, over the next 2 days, explore everything Advisors Assistant can do for you for Client Relationship Management (CRM):
- Track clients, prospects, producers, policies, groups, mailing lists, and more!
- Search your data to look for new sales opportunities among both clients and prospects.
- Use Advisors Assistant to build client rapport.
- Target Marketing with Advisors Assistant.
- Export Data to Outlook and Excel.
- Use the Calendar to schedule appointments, review dates, follow-ups, dial the phone, and even send messages to other users.
- Add New Business actions to track prospects through the Sales Pipeline
- Print letters, envelopes, and labels using the Advisors Assistant direct connection to Microsoft Word.
- Generate reports for client meetings.
- Log letters and phone calls with follow-ups and store the text of the letter in Advisors Assistant.
- Send mass mailings and save postage.
- Customize Advisors Assistant Attachments, FlexFields, and other areas that will make the program work like it was written just for you.
Class Price: $399
For more information call us at 800-799-4267 or 805-773-7981.
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