Innovation and expertise that drive results
Duplicate cleanup
Scenario: I'm a career advisor working together with other advisors in our area, and we've run into a
problem with our client records. Each advisor has been keeping their own CRM profiles for clients, and
it's turned into a mess. When clients call us, we waste a lot of time searching through different profiles
to find the information we need. We could really use someone's help to clean up our records so we can
stop wasting time and find important call notes quickly.
Segmentation cleanup
Scenario: As a career advisor, I aim to meet with my A+ clients three times a year. Unfortunately, I never
developed the habit of segmenting my clients when I first began with NM, which has prevented me from
providing the level of service I desire and has caused me to miss valuable sales opportunities. I need
assistance in segmenting my clients to ensure that I can schedule these important meetings with my top
clients.
CRM Appointment cleanup
As a career advisor with over 1,000 clients, I'm finding it challenging to keep track of whether I have all
the annual reviews scheduled for my existing clients. This is impacting the quality of service my clients
receive and causing me to miss potential sales opportunities. I'm currently considering whether to hire
an entity advisor, form an ensemble, or pass some of my clients to CRC. I need someone to review my
client interactions to determine if I am meeting with each client annually. If any clients are being missed,
I need calls set up to schedule these important meetings.
CRM Householding
As a career advisor, I am looking at the Cross Sell report to identify sales opportunities. However, this
report is based on households, and I never formed the habit of organizing my clients into households.
Consequently, I am missing potential sales opportunities because the report is inaccurate. I need
someone to organize all of my clients into households so that I can have accurate data and better
identify my cross-sell opportunities.
Sending Online Invitations
I am an advisor managing a large client base. Unfortunately, the majority of my clients are not registered
for our online portal, which means they are not making use of NM tools like Goal Tracking, Secure Share,
and account aggregation. I need someone to send online registration invitations to my clients to
encourage them to utilize these valuable tools.
Conducting a PX Cleanup
I am an advisor striving to achieve the Pathfinder award. Unfortunately, I developed the habit of not
presenting my plans, which means I haven't been receiving credit for the plans I've completed. With the
Awards (Regional) Year approaching, I am at risk of missing out on the award. Due to my busy schedule,
I don't have the time to review a year's worth of plans, but I want to ensure I receive the maximum
number of credits for my work. I need someone to go through my plans and ensure they are presented
or presented correctly so that I can earn the necessary credits for the award.
Sharing PX Plans with Clients
Scenario: I am an advisor, and planning is a significant part of my business. Unfortunately, I never
developed the habit of sharing plans with my clients through PX tool. As a result, whenever a client
needs to access their plan, they must call me or my staff. I need someone to clean up my PX sharing tool
to ensure that my clients can access their plans independently. This will improve client satisfaction and
streamline our processes.
FR Website
Scenario: I am a career advisor, and marketing has not been a significant focus of my business until now.
As a result, I never updated my FR website, leaving it looking very plain and not reflective of me or what
my business is about. I need someone to dedicate time to personalize my website so that it better
represents my brand and the services I offer.
